by Kim Hall | Mar 7, 2023 | Financial Planning, Taxes
It’s tax season – sorry, not a fun subject, we know. But we couldn’t resist this tax-themed trivia question that is a sure sign of the times. What percent of 2021 tax returns were “e-filed” (or filed online, as opposed to on paper)? Click your...
by Kim Hall | Feb 14, 2023 | Financial Planning
We know that financial planning is personal – that’s why we take the time to get to know each of our clients’ unique goals, priorities and values. It’s more than just dollars and cents, it’s your life. In this new series, we’re shining a light on each member of the...
by Kim Hall | Feb 8, 2023 | Financial Planning
Anyone looking to buy a home, start a new business or break ground on a big project this year is probably aware of the rising interest rates associated with loans. While interest rates sure are high right now, they’re not the highest ever – which brings us to...
by Kay Dee Cole | Jan 9, 2023 | Financial Planning
Saving more is on everyone’s minds at this time of year. But how do you compare to your peers? According to data published by MarketWatch, how much does the average 45-54 year old American have in savings – not including retirement funds? Ready for the...
by Kay Dee Cole | Dec 5, 2022 | Financial Planning
It may not surprise you that our home state of Oregon is number one in the country for Christmas tree farms – after all, the fir tree is even represented on our state flag, and we grow nearly 4 million Christmas trees each year (that’s 30% of all Christmas trees...
by Kay Dee Cole | Nov 2, 2022 | Financial Planning
Turkey prices are on the rise – much like everything else these days. But can you guess exactly how much your Thanksgiving entree will cost? Let’s find out! How much, per pound, does retail-priced boneless, skinless turkey breast cost as of October 2022? ...
