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Household finance

Financial planning

Benefit elections 2026: Choose wisely during workplace open enrollment

September 18, 2025 Doug Post, CFP®

Open enrollment is your annual opportunity to update workplace benefits. Learn how to compare plans, maximize tax savings, and avoid common mistakes with our quick guide to 2026 decisions.

Financial planning

Don’t Let Imposters Part You From Your Money

February 4, 2025 John Convery

Scammers are getting smarter. Protect yourself from the schemes that trick millions into losing billions every year.

Investing

What to Know When Hiring a Financial Advisor

Article August 28, 2023 Vista Capital Partners

Discover how to choose the right financial advisor – from understanding credentials and fee structures to identifying when professional guidance can add the most value to your financial journey.

Financial planning

What Is a Trusted Contact and Why Would I Need One?

Article July 27, 2023 Andy Darkins, CFP®

Learn what a trusted contact is, how they help protect your financial accounts from fraud and exploitation, and why designating one adds an important layer of security to your investments.

Financial planning

Budgets, Bravery, and Building Connections: Our Best Advice for College Grads

Article May 26, 2023 Michael O'Reilly

From financial tips to life lessons, we offer 10 essential pieces of advice for new graduates – from practical wisdom about money management to insights on personal growth and building […]

Financial planning

The “Just Right” Rainy Day Fund

Article March 1, 2021 Andy Darkins, CFP®

When it comes to planning for emergencies, what is the right amount to hold in a rainy day fund? While there is no single formula that works for everyone, here […]

Financial planning

Tax Changes Ahead for Oregon’s 529 Plan

Article November 22, 2019 Vista Capital Partners

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 […]

Financial planning

Guidelines for Using 529 Funds

Article March 12, 2019 Rob Greenman, CFP®

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 […]

Financial planning

A Bright Future for Oregon’s 529 Plan

Article May 21, 2018 Rob Greenman, CFP®

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.

Financial planning

Plan For The Rising Costs Of College

Article April 13, 2016 Dougal Williams, CFA

For many, springtime is a reminder of graduations, final exams and decisions about where soon-to-be freshman will attend college. These memories can fade quickly, however, when confronted with the very […]


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