Blog
Exploring Retirement Plans At The University Of Oregon
Nowadays, almost every employer offers some sort of retirement plan for its employees. Sometimes, the employees may not fully understand or even be aware of…
Comments On: “is The Fed Tight, Or Not?”
Much has been made of the Federal Reserve Bank’s fight against inflation. Initially thinking that inflation was “transitory,” the Fed was late in raising interest…
Personal Finance Apps
Having an easy to manage spending plan is the cornerstone for financial success. It’s important to know your cash inflows and outflows so that you…
Ai Or Human Financial Advisors?
Artificial intelligence (AI) made a dramatic appearance in 2023. As often happens with hot topics, an initial flurry of attention on AI kicked off a…
Can You Make Roth IRA Contributions For Previous Years?
As tax time comes around each year, clients often ask us, “can I still make an IRA/ Roth IRA contribution for last year?” The good…
Beyond The Grave By Jeffrey L. Condon
Planning your estate is complicated—both technically and emotionally. This is something that you only do once. How do you make sure you get it right?…
What Are Normal Interest Rates?
For the last 15 years since the Financial Crisis in 2008 interest rates as set by the Federal Reserve Board (Fed) have been at or…
“i’m Dead, Now What?” By Peter Pauper Press
The death of a loved one is emotional, stressful, and can put such a huge strain on those left behind. Why not be prepared for…
Market Update: What Happens Now?
Before last year started, roughly 85% of economists were confident that the U.S. would have a recession in 2023. We didn’t. It is still not…
Can You Make Qualified Charitable Donations From Your IRA?
The last few months of the year are when many people make charitable donations. Did you know that those who are over 70½ may make…