Our feature in Portland Monthly Magazine
is all about doing just that. Because the future can’t wait—and your dreams shouldn’t be either.
We’re Featured: Portland Monthly 2026
RMDs Explained: 5 Common Questions
After years of building your retirement accounts, it’s time to enjoy your hard work. But don’t forget that the IRS requires you to take required minimum distributions (RMDs) from some of those accounts.
Is it time to talk about inheritance?
After years of building your retirement accounts, it’s time to enjoy your hard work. But don’t forget that the IRS requires you to take required minimum distributions (RMDs) from some of those accounts.
Pretax vs. Roth: What You Need to Know
Understanding the nuances of your retirement accounts today can make a massive difference in your wealth decades from now.
The choice between pretax and after-tax accounts is essentially a decision about when you want to pay the IRS. By choosing the right “tax bucket” for your current income level and future expectations, you can potentially keep a much larger slice of your hard-earned nest egg. Here is a quick breakdown of how these two heavy hitters compare.
What to Know About RMDs and Taxes
Depending on your birth year, the IRS requires you to start withdrawing from your retirement accounts once you are 73 or 75— whether you need the money or not. Those withdrawals, called required minimum distributions (RMDs), count as taxable income. And depending on how much you’re required to take, they can affect your tax bracket, your Social Security taxes, and even your Medicare premiums.
How does tax-loss harvesting work?
Selling investments for a profit is good news for your portfolio, but it often comes with an unwelcome side effect: a bigger tax bill. Capital gains can add up fast, and many investors don’t realize there’s a strategy that can help offset them.
Don’t Put These 4 Things in Your Will
DOWNLOAD ARTICLE .PDF Don’t Put These 4 Things in Your..
How do custodial accounts work?
Have you considered how you’ll start building wealth for the younger people in your family? Custodial accounts can be a wonderful solution, allowing you to transfer cash, stocks, bonds or other assets to minors.
How Couples Can Tackle Premarital Debt
Many people wonder what their partner’s debt means for them before they walk down the aisle and say, “I do.” Between student loans, car loans, credit card debt and mortgages, debt is a common part of many people’s financial lives.
Plan for 5 Unexpected Retirement Costs
Building a retirement budget can take a lot of hard work and long-term planning.
You’ve probably spent a fair amount of time thinking about medical expenses, long-term care, housing, food and travel, but some expenses might catch you by surprise.