Pathways to Success

Taxes

Charitable Gifting and the 2018 Tax Law Changes

It may be hard to believe, but the holiday season is here, which means many Americans are planning to donate to their favorite charities in the coming months. But are you aware that 2018 saw a 1.1% decrease in charitable gifting by individual Americans, ...

Retirement Planning

The Myth of Steady Retirement Spending

You may be familiar with the so-called ‘4% rule,’ which can be used as an estimate for a person’s projected retirement spending. ...

Taxes

Oregon’s Kicker Tax-Rebate

For many Oregonians, quirky cultural norms come naturally. For better or worse, this quirkiness sometimes extends to Oregon’s tax ...