Navigating the Probate Process in Oregon
LEGAL LENS Presented by Reif & HunsakerBy James M. Hunsaker Probate can be defined as the court supervised process of transferring the assets of a deceased person to their heirs
Finance
Understanding risk tolerance
FOMO (Fear of Missing Out) Business: Money MattersBy Founder and Managing Member Christian Kruse, CFP® Despite the unease many of us feel due to inflation and the high cost of
Spring Cleaning Your Financials
Don’t let spring be just about plants and taxes. Refresh your finances with these 3 mistakes to avoid: budgeting for the wrong year; automatically renewing insurance; and losing sight of your savings. Fine-tune your budget, check insurance rates, and plan ahead for savings. Download a budget worksheet and consider automatic payroll deductions. Stay motivated and make the most of the season!
Tax Time Is the Right Time in Six Steps
During tax time, use this six-step process to conduct a thorough budget checkup. It will help you achieve your financial goals by organizing your expenses and evaluating your savings. Take control of your money with practical tips and fully understand your assets and liabilities to make tax season a breeze.
Great Tips To Maximize your IRA contributions
Maximize your IRA contributions and reduce your tax bill for 2023. Learn about contribution limits, spousal contributions, and investing in tax-free Roth IRAs. Don’t miss out on growing your retirement savings with these simple strategies.
How to Hold a Family Meeting to Share Your Estate Plans and Ensure…
Share estate plans with loved ones when you’re still healthy. Cover wishes, documents, and roles. Let family know it’s not the end of communication.
How to Handle Required Minimum Distribution
Retirees must understand RMD regulations for traditional IRA and 401(k) accounts. Mandatory distributions start at age 73 and failing to take them leads to tax penalties.
Buy, Sell, Trade, Check Out The Lancaster Location. You’ll be glad you did!
Elite Buyers, a top pawn shop in West Salem, has expanded to Lancaster, Oregon. The new store offers a wider range of items, including Lego sets, collectibles, and tools.
Focused. Innovative. Resourceful. Successful. Together.
Western Oregon University celebrates a record-breaking enrollment increase, with nearly half of its student body being first-generation college students,
Focused. Innovative. Resourceful. Successful. Together.
“Where You Belong.” Western Oregon University sounds a clear message and proudly celebrates their first-generation college students. Enrollment this fall saw nearly half the student body as the first student
Investing in a Great Future, Oregon College Savings Plan
At Better Planning & Investing we not only provide investment advice on your 529 plans
Find Security With Estate Planning for Your Young Adult
Your child turns 18 and is getting ready to go to college or to move into an apartment with some friends… Congratulations! But, since your child has turned 18 — generally considered the age of majority or officially considered an adult — your rights as a parent are essentially cut off.
Finding Life-changing Results During A Market Storm That Never Fails
There has been much talk of what an inverted yield curve could mean for markets over the next year. An inverted curve generally refers to periods when the two-year US Treasury has a higher yield than a 10-year.
Making a Grand Exit
If you own a business, you’ve always got a lot on your mind. But no matter how busy you are today, you need to think about tomorrow. Specifically, you’ll want to create an exit strategy for the day you want to move on from your business to a new phase in your life.
BARRIER TO ESTATE PLANNING
two thirds of Americans who haven’t created an estate plan, you might want to get started now. Even if you don’t think you have enough assets to leave to anyone, you’ll gain peace of mind by completing a last will and testament- as well as a living will stipulating what your end-of-life or care preferences are if you become incapacitated.