Blog

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...

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:...

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...

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....

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...