- Dec 12 2018Retirement Planning: Roth IRAs vs. Traditional IRAs
When you start thinking about retirement, it’s important to carefully consider the type of IRA you choose to open. Read why we recomend Roth IRAs.Nov 30 2018Our Thoughts on the LPL Financial Data Breach – November 2018
One of LPL Financial's providers experienced a data breach. Even though our partnership with them ended, your security might be at risk. Read our thoughts.Nov 29 2018It’s the Season of Giving: Make Your Charity Giving Work for You
Do you love giving to charity? Read how you can reduce the amount of taxes you will owe by taking advantage of the charity tax deduction.Nov 27 2018Not All Income Is Equal Because of Taxes: 3 Types of Income
Income from investments can come in many forms. Read about the various categories and typical sources of income from a tax perspective.Nov 20 20185 Ways to Enjoy the Holidays While Sticking to Your Budget
It’s the most wonderful time of the year, but also the most expensive. Here are 5 tips to help you stick to your budget this holiday season!Nov 16 2018Gifting Remains a Viable Strategy to Limit Taxes
Charitable giving is a great way to save on taxes--even under the new Trump Administration tax laws. Here are 3 great examples.Nov 7 2018Should You Pay off Your Mortgage? A Difficult Decision.
It's usually best to pay off your mortgage before retirement. That said, we don't live in a perfect world. Read our thoughts on the best course of action!Nov 5 2018Update on Your Real Estate: Portland Is Cooling Off (Part Five)
After 8 strong years of relentless price gains, the real estate party is cooling off in metro Portland/Clark County. Here are 2 data points.Nov 1 2018Retirement Planning Strategies: 7 Year-End Mistakes to Avoid
Some of the biggest mistakes advisors make involve IRAs and retirement planning. Protect your clients and add these seven strategies to your checklist.