Speaking of Social Security and distribution planning, one lament of the newly-retired person is realizing that a portion of their Social Security benefits is often taxable. Social Security payments have been subject to taxation above certain income limits ...
Last month, Multnomah Group advisors Scott Cameron and Amy Barber, along with client service coordinator, Jennifer Tamayo, ...
As a reminder, Monday, April 15 is tax day! Whether you’re paying taxes or receiving a refund, we’re going to expand a bit on ...
It’s March 2024 and we’re heading into everyone’s favorite time of year… tax season! In all this excitement, you might consider ...
We’re well into the new year, so hopefully, you’ve had a chance to decompress from the holidays. As we get back into the swing of ...
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Many people seem to devote more time to planning a vacation, choosing a car to buy, or even selecting a spot to eat dinner than ...
We live in a world of taxes. Some taxes are obvious and affect most people: income or sales taxes, for example. Some taxes, ...
One lament of the newly-retired person is the realization that although their careers might have ended, their tax liabilities ...
In a high-inflation environment, investors seek out market returns. In a volatile market environment, investors seek out ...
Americans are both pragmatic and competitive. So, it’s unsurprising that they often wonder, “Am I doing ok financially at this ...
f you have a home mortgage, you know it’s a big deal. A massive, 30-year big deal. But you also know that retirement is a big ...