Financial Focus.
How do you balance immediate financial needs with long-term strategies to build and conserve wealth? In our regular Financial Focus articles, we provide answers with insights into financial planning, investment management, retirement planning, tax effciency, and income planning.
Join us in congratulating David Bodmer
First Pacific Financial is happy to announce David Bodmer’s retirement! To honor all that David has done for the financial...
CARES Act: Provisions for Business Owners and Self-Employed
In case you missed it, we shared the key provisions of the CARES Act affecting individuals in yesterday’s blog post....
CARES Act: Provisions for Individuals
With much of the country in self-isolation, perhaps you’ve got time to read the entire H.R. 748 Coronavirus Aid, Relief,...
Catching our breath
With the major changes in both our work and personal lives, we think it is important to pause and take...
Retirement Account Changes Coming in 2020
The most significant changes to retirement accounts and 529 plans in years are set to take place in 2020. The...
Moving the Needle in Financial Literacy
The data is out there. Student loans total $1.5 trillion in the U.S. and the average credit card balance for...
If it Makes You Happy…
“If it makes you happy, then why the hell are you so sad?” – Sheryl Crow Clients often ask...
Save It or Shred It?
Have you ever wondered how long you need to keep all those bank statements, tax returns, paycheck stubs, etc? Does...
New Portland Office!
With the start of a new year, First Pacific Financial is pleased to announce that our Portland office has moved!...
2019 Tax Update
2019 Tax Update Includes Increased Retirement Contribution Limits While it seems the changes from 2018 to 2019 will be minor,...