Blog Archives

How to Choose a Personal Representative

We recently worked with a client who asked us how she should choose her personal representative. The PR carries out instructions in a will. (An executor is for all intents and purposes identical to a PR.) We realized that this … Continue reading

Oregon 529 Tax Deduction is Disappearing in 2020

The Oregon State legislature has decided to limit the tax benefits of contributing to an Oregon 529 College Savings Plan. The new rules go into effect in 2020: Instead of a tax deduction, which counts against your income, there will … Continue reading

The Congressional Budget Office is as Bad as Anyone at Forecasting

Since it is political “silly season”, and every politician under the sun is broadcasting plans for programs designed to catch the voter’s eye, we thought it was worth looking at how accurate cost forecasts of these programs are. Large projects … Continue reading

Smart Ways to Save Money

No matter how wealthy you are, it’s worth a little effort to save money on everyday items. Here’s a few ideas to try: If you carry credit card balances, look for a card that offers 0% APR for balance transfers … Continue reading