Financial Planning

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

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

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

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

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

Make Better Financial Decisions.

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