Contributing the full allowable amount and leveraging an employer match are time-tested ways to grow your 401k. But there are a few more strategies you can employ to supercharge your […]

Phishing has been around for more than 20 years now, and it’s not about to go anywhere soon. Human error remains the number one cause of security breaches—but there are […]

With the clock running down on 2019, you might be contemplating special gifts for your family. Whether you’d like to contribute to a 529 or establish a trust fund, you’ll […]

As an executive or high earner, you may have the option to participate in a deferred compensation plan through your employer. Here’s what to consider when deciding if deferring is […]

Whether you stop working before or after you’re eligible for Medicare, healthcare costs will increase in retirement. Does this mean kissing post-retirement travel plans goodbye? Not at all. 

Using margin not as a trading tool but as a cash management tool can be a savvy way to fund short-term needs and minimize taxes. Learn how and when a […]

What’s the best way to introduce your kids to investing? Help them establish a Roth IRA. With summer coming to a close, now may be the perfect time to turn […]

In 2018—for the first time in 36 years—Social Security and Medicare benefits will be paid from program assets rather than from interest earned on those assets. Is this the beginning […]

How can you protect yourself against a worst-case scenario? For the price of a nice meal and good seats at a Blazers game, umbrella insurance can properly guard your existing […]

Whether you’ve been saving for college for a while or are about to start saving, you’ll want to know about upcoming changes to Oregon’s 529 College Savings Plan.

With standard deductions nearly doubling under the new tax law, far fewer taxpayers are expected to itemize in coming years. Given this change, how should taxpayers approach charitable giving?

Paying off a mortgage might sound like the American dream, but is getting rid of those monthly payments a wise financial move? Here are three options to consider.