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

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 circumstances, that will happen), but you’ll realize the cash when you pay less in taxes. Here […]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 family or friends (other than your children, who are subject to the kiddie tax)? If so, […]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 are probably wondering why you put yourself through all of this. When it comes to the […]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 Fool.com states that only 18% of Americans have IRAs The US average savings rate is only 5.5% $3.1 trillion is spent on healthcare alone According to an article found […]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 extra income as a rental unit, or even to simply add an extra work or play […]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 emotional efforts and work that we put forth is for the success of our children. In […]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 youngest was new to the whole game. It took him some time to acclimate to the […]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 financial tips to start the year with a financial bang. RECAP Although there has been a […]Read More

About Our Financial Planners

As financial planning experts in Lake Oswego, we offer a unique approach to develop a comprehensive financial plan that fits your unique situation.

Lake Oswego Office

5 Centerpointe Drive, Suite 400
Lake Oswego, OR 97035

(503) 747-6534
(503) 214-6534


Palm Spring Office

777 E. Tahquitz Canyon Way, Suite 200-105
Palm Springs, CA 92262

(760) 606-0087
(760) 606-0084


Roseville Office

3017 Douglas Blvd., Suite 300
Roseville, CA 95661

(916) 546-8598