210 West 8th Street, Medford, OR 97501

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Latest Articles

Retirement

Social Security Fairness Act's New Chapter
Retirement Traps to Avoid
Should You Borrow from Your 401(k)?
Money that Buys Good Health is Never Ill Spent
9 Facts About Retirement
Financial Strategies for Women

Estate

A Brief History of Estate Taxes
Steps to Protecting a Child with Disabilities
Yours, Mine, and Ours: Estate Strategies for Second Marriages
A Living Trust Primer
Why Everyone Needs an Estate Strategy
Will Power
White Elephant Inheritance
Choosing a Business Structure
Put It in a Letter
What is the Value of Your Business?

Investment

TIPS for Inflation
How Stocks Work
Mutual Funds vs. ETFs
A Decision Not Made Is Still a Decision
Your Shifting Risk Tolerance
Buying a Home

Insurance

Social Media: #NewestBusinessLiabilityRisk
How Insurance Deductibles Work
Insurance Needs Assessment: Married With Children
Understanding Homeowners Insurance
Term vs. Permanent Life Insurance
What to Look for in an Extended-Care Policy
Does Your Credit Score Affect Your Insurance Rates?
A Look at Whole Life Insurance
A Home Insurance Claim: To File Or Not To File
Retiree Health Care Coverage Overseas

Tax

What Do Your Taxes Pay For?
Do You Owe The AMT?
The One Big Beautiful Bill and You
What’s My 2025 Tax Bracket?
What Is a 1035 Exchange?
How to Make the Tax Code Work for You
You May Need to Make Estimated Tax Payments If…
How to Appeal Your Property Taxes
Red Flags for Tax Auditors
What If You Get Audited?

Money

Year-End Charitable Gifting and You
The History of Currency
What Can You Buy With 529 Distributions?
Exploring the Federal Student Grant Program
The Average American Budget
Budgeting After a Divorce
Password Protection Strategies
Glossary of Scam Terms

Lifestyle

Fixed or Variable Mortgage, Which Should You Pick?
Mastering Mobile Lingo
Money Draining Food Myths
Changing Unhealthy Behaviors
The Financial Literacy Crisis
Putting a Price Tag On Your Health
How Boomers and Millennials Differ
Do Your Kids Know The Value of a Silver Spoon?
Data Breach: Your Security To-Do List

Contact

Office: (541) 772-1116

Toll-Free: (800) 223-1281

Fax: (541) 772-6927

210 West 8th Street

Medford, OR 97501

[email protected]

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