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When the market experiences losses like it did last week, experts advise retirement account holders to stay the course. This is also a good time to review goals for accounts and make sure they align with your age. Continue Reading
Advisors can provide clients with their desired combination of self-directed and advisor-directed resources to improve the planning process. Continue Reading
To take advantage of the earned income tax credit, taxpayers must file a tax return and claim the credit. They should do so even if they don’t owe tax and aren’t required to file. EITC can be worth up to $6,557 for tax year 2019. Continue Reading
CPAs’ advice and diligence can help older clients and their families avoid costly mistakes. Continue Reading
As the calendar flips to July, 2019 is already half over. Do you have money goals you wanted to accomplish this year? Continue Reading
Small improvements in a credit score and a clean, accurate report can have a big impact on your ability to borrow money at a low interest rate. Continue Reading
As the big day approaches, the Oregon Society of CPAs has tips to make sure money issues don’t get in the way of happily ever after. Continue Reading
More than two-thirds of Americans plan to take a vacation this summer. Read up on these tips to help you and your family save money. Continue Reading
The Oregon Society of CPAs offers the following financial guidance to help recent college graduates build a strong financial foundation. Continue Reading
Coping with a disaster is traumatic on many fronts, and the recovery can be lengthy and very stressful. Your financial resources and the ability to utilize them on short notice may become more important than ever as you build back your family’s life. Continue Reading