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.
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>
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…
Read More>
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…
Read More>
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. …
Read More>