On March 27, Congress approved a $2 trillion stimulus package designed to help Americans. Here’s what the CARES Act could mean for you.

In the past few weeks, the IRS has taken measures to provide relief to taxpayers affected by COVID-19. Here are the latest tax changes on both the federal and state […]

As we enter tax season, what can you do to protect yourself from fraud? We sat down with Greg Railsback, CPA, to learn more.

The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 introduces sweeping changes to retirement legislation. Here are three new rules that might impact you.

If your income falls within certain brackets, you can potentially save thousands on annual Medicare costs by keeping an eye on your adjusted gross income. Here’s how.

Starting in 2020, Oregon will replace the current tax deduction with a refundable tax credit for 529 Plan contributions. The switch offers college savers a chance to take advantage of […]

As Pacific Northwesterners, we live under the specter of seismic activity—including the Big One. While we can’t predict when the next earthquake will hit, we can make informed decisions when […]

If you haven’t checked your beneficiary designations lately, you might want to review them. Keeping beneficiaries current can prevent a host of headaches down the line.

For the recent graduate in your life, we’ve assembled some of our favorite advice—financial and otherwise—from a seasoned advisor. And they thought they were done learning…

While many Americans prefer to age at home, continuing care retirement communities (CCRCs) and traditional retirement communities are attractive alternatives. What’s the difference between the two?

When it’s time to switch gears from saving for college to paying for tuition, you’ll want to know how to access your 529 funds. Here are some tips for getting […]

If you’re nearing 65, you’ll want to familiarize yourself with Medicare’s various enrollment scenarios. Timely enrollment ensures coverage when you need it—and helps you avoid unexpected penalties.