As a successful, young professional, you may have access to a Flexible Spending Account (FSA) through your employer. These savings accounts are used to set aside pre-tax dollars for certain approved expenses. They’re typically offered as an option in a Section 125...
A temporary hospital set-up in an American city Welcome to 2021! We suspect you were happy to bid its predecessor farewell. Certainly, the year 2020 will go down in history as one of the more difficult, because a contagious and deadly virus (now commonly called...
The President is golfing at Mar a Lago this week Over the weekend, as thousands more contracted the coronavirus and thousands more died from it, the Vice President skied in Vail, Colorado and the President golfed at his Florida resort. Stimulus and Spending...
As a young professional whose income is increasing as your career blossoms, it’s important that you make smart decisions around saving and investing for the future. We highlighted a number of these smart decisions in a previous writing. But it’s equally important – if...
Dr. Anthony Fauci confirms he vaccinated Santa for COVID-19 Santa, Please Bring the Vaccine When I was a kid, I remember looking forward eagerly to Christmas. I had dreams of what Santa would bring to our home. I remember wishing for a bike, a catcher’s mitt, and...
Ultra-cold freezers are required to store the Pfizer vaccine Across the country, hospitals and trauma centers that have spent months preparing to administer a vaccine for a virus that has killed some 300,000 people in the US alone will begin receiving shipments of the...
As a young professional, on your way to accumulating savings that will fund many of your future financial goals, it’s essential that you understand what will improve your chances of having a successful investment experience. One of the keys to successful investing is...
Covid-19 vaccine production is in full swing On this day in 1941, the United States was attacked by the Japanese at Pearl Harbor in Hawaii. The attack killed 2,403 U.S. personnel, including 68 civilians, and destroyed or damaged 19 U.S. Navy ships, including 8...
As a young professional, saving for retirement is but one of the many financial challenges you’re probably facing. You may be also saving for a new or larger home, to start a family, or for college for your child(ren). With these important but potentially conflicting...
An airport security screening process on Thanksgiving eve Despite a plea from the US Centers for Disease Control and Prevention to avoid travel and large gatherings over Thanksgiving, millions of Americans opted to ignore the warnings to be with family and friends for...
Thousands of vehicles wait in line for food donations in Dallas, Texas The novel coronavirus is spreading uncontrolled across much of the nation. By virtually all metrics, the virus is spiking. The number of cases (an average of 170,000 new cases a day, and 1...
As a successful, young professional, you probably already realize the importance of saving. But are you saving as much as should? Do you know how much is enough? What’s the best way for you to save at this stage in your career? Most Americans arrive at retirement with...
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Our Portland office is conveniently located off the SW Denney Road exit from Highway 217.
6600 SW 105th Avenue, Suite 155
Beaverton, OR 97008
Our Bay Area office is located in downtown Santa Cruz.
133 Mission Street
Santa Cruz, CA 95060
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