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.
Apr 7, 2020
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….Read More
Apr 6, 2020
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,…Read More
Mar 27, 2020
Catching our breath
With the major changes in both our work and personal lives, we think it is important to pause and take…Read More
Dec 23, 2019
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…Read More
May 21, 2019
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…Read More
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…Read More
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…Read More
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!…Read More
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,…Read More
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…Read More