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 both the tax deduction and credit over the next four years.
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 want to keep a few tax guidelines in mind to maximize the joy of giving.
It’s that time again—open enrollment. Faced with a bevy of choices, how do you know what’s best for you and your family? Our top open enrollment Q&As can help guide your choices.
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 it comes to earthquake insurance.
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…