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Spam calls are epidemic these days. Not even being on a ‘do not call’ list helps any longer. So what are some of the common scams and what can you do about them? Common spam calls include: You are entitled … Continue reading
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
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
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
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