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.
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...
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. ...
Inflation
Inflation can be intimidating. Knowing that we’ll need more money to buy the same amount of goods we are buying...
Flexible Spending in Retirement
Many people cite the 4% rule for retirement spending as the best retirement spending guide. This is based on William...
Coffee Group Hits Ground Running
Our monthly Coffee Group has been a huge success as clients have been able to meet and greet other advisors...
First Pacific Expands to Portland Office
We are pleased to announce that our team is opening an office in downtown Portland! Our headquarters in Vancouver will...
Cell Phones: Best Bang for Your Buck
There are regular and smart phones... but which brings the smartest plan for your wallet? Comparing cell...
America’s Divided Recovery
With a growing chorus of college grads bringing their student loan woes to the forefront of this election cycle, many...
Savings for the Grandkids’ College Education
According to U.S News and World Report, in a recent survey, more than 50% of grandparents are saving or plan...
Why Oil Prices Fluctuate
Visual Capitalist put out a great piece this week on Why Oil Prices Fluctuate. The main reason they fluctuate is...