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Friday, April 3, 2020

It has been a busy week with updates and news pouring in regarding business protocols and government assistance programs. To keep you informed we have put together a summary of 3 prominent tools that you may want to research and use as...

Friday, April 3, 2020

Here are a few articles we thought you mind find helpful if you are receiving Required Minimum Distributions from your investment accounts in 2020 or if you know someone that is. Morningstar: What if I already took my 2020 RMD?AARP:...

Thursday, March 26, 2020

We hope this update finds you well as you adapt to our new world and all that is required of us to remain safe. As promised, we have another update regarding taxes and filing your 2019 tax return/s. The State of Oregon today put out...

Thursday, March 26, 2020

If you are reading this, know that you are so appreciated and thought of during this very unusual time. I have been working from home this last week and each day there is some new piece of information or news demanding my attention....

Saturday, March 21, 2020

As promised to keep you informed and current on tax matters, we are putting out another update with good news today. It is important to stay current of all the changes to our financial landscape and to understand how specific events...

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Wednesday, March 18, 2020

To keep you up to date on all tax matters, we are sending out further information to help you manage your affairs in this extraordinary time. Please know that as things continue to develop, we will continue to keep you informed. As of...

Saturday, March 14, 2020

A lot can happen in a week as we have seen recently. Virus outbreak concerns, school/government closures, stock market volatility, media madness, and grocery store chaos are new challenges we are facing this year. With so much going on...