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.
May 6, 2019
If it Makes You Happy…
“If it makes you happy, then why the hell are you so sad?” – Sheryl Crow Clients often ask…
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Feb 1, 2019
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…
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Jan 16, 2019
New Portland Office!
With the start of a new year, First Pacific Financial is pleased to announce that our Portland office has moved!…
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Jan 1, 2019
2019 Tax Update
2019 Tax Update Includes Increased Retirement Contribution Limits While it seems the changes from 2018 to 2019 will be minor,…
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Dec 18, 2018
Welcome to Vancouver, USA Waterfront!
The Waterfront project in Vancouver, WA marks a true renaissance for Downtown Vancouver. It is a massive development with an…
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Nov 13, 2018
Vancouver facelift
In the last year, First Pacific Financial outgrew our beautiful office just west of Esther Short Park. Determined not to…
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Feb 1, 2018
2018 Tax Reform: Here’s What You Need to Know
The new tax law passed by Congress should send tax preparers into a scramble, helping taxpayers understand how 2018 will…
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Jan 17, 2017
2017 Saving Limits on Retirement Plans
With 2017 well on its way, it’s a good idea to review and update your savings goals for the year. …
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Nov 9, 2016
Inflation
Knowing that we’ll need more money to buy the same amount of goods we are buying today can be daunting. This is the reason savers choose to invest, so as to keep the purchasing power of their hard earned dollars ahead of inflation.
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Nov 7, 2016
Flexible Spending in Retirement
By adjusting spending accordingly, you are not required to live an austere lifestyle early on, because you can adjust your spending to meet the needs of the portfolio as time goes on. This flexibility can potentially increase the sustainable percentage distributed from a retiree’s portfolio. We recommend you read the full article here. Keep in mind there is no “one size fits all” approach to investing. We recommend creating a living plan which addresses your specific goals and needs, tailored to your unique circumstances.
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