November 11, 2019 | How to Save More on Your Oregon 529 Plan Contributions For parents earmarking funds for a child’s college expenses, there are some changes you need to know prior to year-end for the Oregon… Read more
October 10, 2019 | Expat Finances: How to Manage Your Money When Living Abroad Our guide to financial planning for expats covers what you need to do to both protect and enjoy your wealth while living abroad. Read more
September 06, 2019 | How to Help Your Adult Children Make Good Credit Decisions Teaching your adult children how to use credit strategically and efficiently can help ensure a successful financial future. Read more
August 14, 2019 | Six Ways Your Children Can Affect Your Retirement Aside from the typical costs of raising a family, there are a few other ways that your children will factor into retirement planning. Read more
February 18, 2019 | Essential Estate Planning for 18-Year-Olds With all of the emotions and excitement during a time of transition, the last thing parents are likely thinking about is estate planning… Read more
August 16, 2018 | In Good Hands: Q&A on Finding an Assisted Living Community Right for You One of the biggest decisions facing people in retirement is selecting an assisted living community, a task made more difficult in the absence… Read more
August 08, 2018 | Is It Worth It? Q&A on College Costs and Student Loan Debt Crushing student loan debt after graduation means more young adults are delaying marriage and homeownership, with real consequences for the economy. Read more
August 02, 2018 | Reaching Financial Intimacy: Q&A on Overcoming Money Hurdles in Relationships Manisha Thakor, CFP®, CFA offers her advice on how to tackle those tough financial conversations you’ve been putting off with your significant other. Read more
July 19, 2018 | 10 Money Questions Every High School Student Should Answer How prepared are your kids to make sound financial decisions? Young adults often aren’t exposed to critical money management lessons in school today. Read more
June 15, 2018 | What You Need to Know Before Buying Insurance Choosing an insurance policy for your various needs can feel like a potential minefield, full of loopholes, risks, and general confusion. Read more