Oregon’s IDA Initiative is a unique tax-saving strategy that lets you reduce state taxes by 90% while donating appreciated stock to help lower-income Oregonians achieve financial goals.

Planning to sell your home soon? Find out how IRS exclusions can help shield your profits from capital gains taxes and learn key rules to maximize your tax savings.

Planning to change jobs? Check out these essential steps to take before turning in your resignation, from managing your 401(k) to navigating insurance options and company stock benefits.

Rising home values and higher auto repair costs may mean your family isn’t completely protected from disaster. Find out why regularly reviewing your insurance coverage is a good idea.

Will inflation impact your retirement lifestyle? Discover how diversified portfolios are designed to help protect your purchasing power over time.

Wrap up the year right with this guide to essential year-end financial planning tasks, from managing RMDs to maximizing retirement contributions.

Cybersecurity is a growing concern, with fraudsters becoming more creative and successful each day. Thankfully, there are several things you can do to protect your identity and limit potential for […]

Have you sent a child off to college this fall? Certain legal documents can help you protect your student if something unexpected happens while they’re away. Gain peace of mind […]

What if you could save money on state taxes, boost the local economy, and support Oregon’s film, television, and interactive industry at the same time? The Oregon Production Investment Fund […]

When faced with the choice, should you go for the stability of RSUs or the potential rewards of stock options? It depends.

Life insurance can play an important role in your family’s financial plan. In this month’s Financial Planning post, we break down some of the known and lesser-known facts you’ll want […]

For the first time since ratification of the Affordable Care Act, high earners may be eligible for assistance, or subsidies, toward their health insurance premiums under the recently passed American […]