It’s already June, which means the 2023-2024 school year is close to wrapping up. Several of our clients (as well as a handful of us at Multnomah Group) have kids or grandkids in school, which brings up the topic of post-high school education and Section 529 ...
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 ...
Estate planning is the forgotten element of comprehensive financial planning. Why? It’s obvious, right? We don’t want to ponder ...
Whether due to disability, dementia, or simply enjoying an exotic vacation, there are many ways you can end up unavailable to ...
Estate planning is usually the most overlooked aspect of a person’s financial plan. This makes sense, as people do not want to ...
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