The RMD Rules, They Are (Probably) a-Changin’
Unless you’re a CPA or a tax attorney, understanding IRS rules can be a bit like peeling back the layers of an onion—it takes patience…
Financial Planning
The 12 Most Frequently Asked Questions About 529 College Savings Plans
If you have young children or grandchildren, saving money for their college education may be among your top financial goals. And while the concept of…
Is a Roth Conversion Right for You?
In these fleeting days of summer when the beach beckons and the pace of life slows, making financial decisions can seem as jarring as back-to-school…
A Lesser-Known Way for Oregonians to Save on Taxes—and Change Lives
Whether you’re looking to defray a mounting tax bill, leverage assets to help others, or both, the Oregon Individual Development Account (IDA) Initiative may be…
It’s the Most Wonderful Time for Year-End Financial Planning
As December days dwindle, it’s time to wrap up financial planning tasks for the year. Less onerous than a day of shopping at a crowded…