Either write something worth reading or do something worth writing. - Benjamin Franklin

7 Tax Strategies for Your Stock Portfolio

2020 Last-Minute Year-End Tax Strategies for Your Stock Portfolio When you take advantage of the tax code’s offset game, your stock market portfolio can represent a little gold mine of opportunities to reduce your 2020 income taxes. The tax... Read More

7 Last-Minute Year-End Tips For General Business Income Tax Deductions

2020 Last-Minute Year-End General Business Income Tax Deductions Your goal should be to get the IRS to owe you money. Of course, the IRS is not likely to cut you a check for this money (although in the right... Read More

6 Year-End Tax Tips for Marriage, Kids, and Family

2020 Last-Minute Year-End Tax Strategies for Marriage, Kids, and Family If you are thinking of getting married or divorced, you need to consider December 31, 2020, in your tax planning. Here’s another planning question: Do you give money to... Read More

Surviving the Holiday Financial Hangover

What is the first thing that comes to mind when you wake up to the biggest hangover of your life? Outside of the atrocious nausea, headache, and hope that you didn’t embarrass yourself too much the night before; you... Read More

Why Do You Need A Wealth Manager?

“Money is the opposite of the weather. Nobody talks about it, but everybody does something about it.” – Rebecca Johnson. Let’s change this quote and actually start talking about money. Managing your own finances is a lot like doing... Read More

8 Financial Facts that will leave you SPOOKED

In light of Halloween season, we want to share some interesting SCARY facts about finances that might surprise you. The average household with debt owes $132,529 states that only 18% of Americans have IRAs The US average savings... Read More

Is a SEP IRA Right for You?

What it is: SEP IRA stands for Simplified Employee Pension Individual Retirement Account. The SEP was designed for small business owners to provide a retirement benefit for themselves and their employees. Similar to a traditional IRA, contributions are tax-deferred.... Read More

How to Prepare to Buy a Home

Ready. Set. Home. How to Prepare to Buy a Home It is never easy to plan a purchase of a home. Whether you are a first-time home buyer, or onto your 3rd home, there are a number of factors... Read More

Accessory Dwelling Units – ADU

Financing Your Accessory Dwelling Unit Accessory Dwelling Units, or ADU’s, can be a fantastic solution to providing living quarters for aging parents or adult children transitioning to the next stage of their life, as a way of generating some... Read More

Mortgage Products 101

When it comes to purchasing or refinancing a home, there are a multitude of mortgage products to choose from. Each product has its own strengths and weaknesses, as well as its own unique eligibility requirements. It is important to... Read More

Financially Successful Children

Back to school is around the corner. For some parents, it’s a sigh of relief. For other parents, it’s a sad reminder that our children are all grown up. Nonetheless, we all can agree that the majority of our... Read More

Fundamentals of Investing

Last month, Portland had a string of semi-warm, sunny days-a rarity for Oregon in February. I was fortunate enough to bring my two youngest children out to the bottom of our hill to watch them ride their bikes. My... Read More

Buy, Rent, or Sell a Home?

Inevitably, every year I am asked about buying, selling, and investing in real estate. Is real estate a good investment option now? Should I buy a new primary residence and/or rent out my current home? Is it a good... Read More

Oil and Gas Investments

Over the past several months, we have seen a significant spike in oil and gas prices. We see it on the news, hear it from our friends, and certainly feel it in our wallets. From my perspective, there are... Read More

A Healthy Financial Start to 2012

Greetings and happy New Year from Lifelong College Savings! As we move into 2012, many of us reflect on the previous year, and make resolutions for the upcoming year. To kick-off 2012, following is a recap of 2011 and... Read More

Silver and Gold

During the holiday season, you cannot help but sneak a peek at the old Christmas classics. One of my all time favorites is Rudolf the Red Nosed Reindeer. I cannot help but picture Yukon Cornelius licking his pick ax... Read More

Make Better Financial Decisions.

Lifelong Wealth Management provides financial planning and investment advisory services nationwide from their independent headquarters in Portland, Oregon.