couple reviewing tax return

What Happens to Your Tax Liability With Proper Financial Planning?

What Happens to Your Tax Liability With Proper Financial Planning? When we think about managing our finances, it’s impossible to ignore the impact of taxes. Taxes are integral to our financial lives, affecting everything from our income and investments to estate planning and retirement. The decisions we make in our financial planning have direct consequences…

An Estate Planning Checklist for Your Head and Heart 

An Estate Planning Checklist for Your Head and Heart Your estate plan isn’t just about distributing your assets; it’s also about ensuring your loved ones are taken care of, your wishes are honored, and potential complications are avoided. In this comprehensive guide, I’ll walk you through an essential estate planning checklist to help you make…

How to Read Your Oregon PERS Statement – A Step-by-Step Guide

How to Read Your Oregon PERS Statement – A Step-by-Step Guide The Oregon Public Employee Retirement System (Oregon PERS) is the retirement program for all Oregon’s public service employees. Unlike other states, which have individual pension programs for various professions (one for nurses, one for teachers, one for police/fire, etc.), Oregon has just one pension…

Q2 2023 Market Review

Highlights After a choppy start to the second quarter, stocks gained meaningfully in June. This marks the third straight quarter of positive returns for stocks, both in the US and internationally. Reversing the trend from last quarter, the US stock market led, followed by developed international, with emerging markets trailing. While fixed-income markets pulled back…