Read this article to learn how you can make annual gifts of up to $13,000 ($26,000 per married couple) to as many people as you wish without incurring federal gift taxes.
Did you know that there's a wealth-transfer technique you can use to reduce your taxable estate and keep more of your... Read More
Since the turn of the last century, improved nutrition and advances in medicine and healthcare have added 30 years to our average life expectancy. Without question, this is a remarkable achievement, but one that also requires each of us to think differently about "old... Read More
Living the single life no longer is an anomaly: According to the U.S. Census Bureau, 45% of households nationwide are maintained by a single person.1 Being single affects many areas of financial planning, including retirement, financing health care later in... Read More
The key to determining your needs is to assess how much you would be required to spend during each week or month that you would be unable to earn your normal pay.
Your best defense against a financial catastrophe brought on by long-term illness or injury may be the purchase of a... Read More
Investing is a lifelong process. The sooner you start, the better off you'll be in the long run. It's best to start saving and investing as soon as you start earning money, even if it's only $10 a paycheck. The discipline and skills you learn will benefit you for the rest of your life. But no... Read More
Today, running a business out of your home makes more sense than ever. But is it right for you?
A 2007 Census Bureau survey showed that more than half of all business owners run their company primarily out of a home.1 And today, that may be on the low side, given recent... Read More
Home ownership is the cornerstone of the American Dream. But before you start looking, there are a number of things you need to consider. First, you should determine what your needs are and whether owning your own home will meet those needs. Do you picture yourself mowing the lawn on Saturday,... Read More
The Social Security Administration has stopped mailing out yearly statements, but you can estimate your retirement benefit online.
With growing uncertainty about the future of Social Security funding, the Social Security Administration (SSA) suspended mailings of its annual statements.... Read More
Your credit score is a number that lenders use to gauge how likely you are to repay debts on time. It is derived from information compiled in a credit report, including your payment history (whether you have missed or been late with any payments for bills or loans), the amount you owe creditors... Read More
Many preretirees have unrealistic ideas about how much they will be able to withdraw for living expenses after entering retirement.
As retirees shift their focus from accumulating assets to creating an ongoing stream of income, many are not prepared to start planning from a new vantage... Read More
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Hood River, OR 97031
(503) 922-3010
10260 SW Greenburg Road
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Portland, OR 97223
(503) 922-3010
