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We’re thrilled to announce that First Pacific Financial has been ranked 46th out of 500 Registered Investment Adviser (RIA) firms in the nation for 2023 by USA Today! This recognition is not just another trophy, it’s a validation of our unwavering dedication to your financial well-being. We believe in going beyond the ordinary, striving for…

You wake up in 2022 and hear the news that inflation is the worst you’ve seen in your lifetime. Perhaps you were born in the 1960s or 1970s and the only thing you remember about our last period of high inflation is your parents waiting in a long line for gasoline to fill their cars.…

We want to congratulate Sam Skaggs and Amy Volz on their retirement this month! They will surely keep busy through an encore of their nonprofit work, gardening, fishing, biking, or sailing the Alaskan seas.   Sam and Amy founded Verdant, LLC in Juneau, Alaska and worked with clients primarily throughout southeast Alaska. Verdant’s clients, along…

Check out the latest piece that was posted in the Portland Business Journal and written by our very own Brandon Treasure. https://www.bizjournals.com/portland/news/2021/07/09/planes-trains-and-investor-returns-psychology.html

First Pacific Financial is happy to announce David Bodmer’s retirement! To honor all that David has done for the financial industry, FPF, and each of us personally, Adam Wishard shares his congratulatory letter.   It is with great joy and admiration for us to announce David Bodmer is retiring. After helping so many clients plan…

In case you missed it, we shared the key provisions of the CARES Act affecting individuals in yesterday’s blog post. Today, we’re focused on business owners (primarily under 500 employees), self-employed individuals, as well as certain non-profit organizations. As noted yesterday, please consult with us and other professionals as more information becomes available. Appropriate professionals…

With much of the country in self-isolation, perhaps you’ve got time to read the entire H.R. 748 Coronavirus Aid, Relief, and Economic Security Act, or CARES Act. If you’d prefer, here is a summary of many of the key provisions we expect to be discussing with you in person or virtually. We look forward to…

The most significant changes to retirement accounts and 529 plans in years are set to take place in 2020. The SECURE Act was made law by Congress and the President last week. In addition, the retirement contribution limits have changed modestly for 2020.    Retirement Account Limits 2020 2019 Elective Deferrals 401(k) / 403(b) $19,500…