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Rafting


Rafting

A few weeks ago was our family’s annual river trip. Typically, the river involved is the Lower Salmon and Snake in Idaho, but this year we opted for the Grande Ronde in Eastern Oregon.  If you’ve never floated the Grande Ronde, I highly recommend it.  The river rolls through conifer forests in a remote canyon […]

Tax Reform and Maximizing Charitable Gifts


Those over the age of 70 ½ who have a Required Minimum Distribution (RMD) may be able to take advantage of a giving strategy that has taken on more significance following the recent passage of the Tax Cuts and Jobs Act (TCJA). When preparing a tax return, filers take the higher of either the Standard […]

Turbulent Times


With the Dow Jones Industrial Average swinging around seemingly 1,000 points at a time over the last several days, we’re mindful that investors haven’t seen this kind of volatility for some time.  Amplifying the stock market swings is the fact that 2017 saw a historic absence of volatility in the stock market with a fairly […]

CFP Board Certification


On December 7, 2017, culminating two years of arduous work, I became certified by the CFP Board of Standards. The credential comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning, as well as in CFP Board’s strictly enforced Standards of Professional Conduct. The CFP® process involves five […]

Identity & Credit Defense


Recent revelations regarding the security breach of the credit reporting agency Equifax, more lately, the SEC, are indeed troubling.   These are organizations that should be impossible for hackers to penetrate. But, I suppose it’s worth sharing that I spent a few years early in my career as an analyst in a national bank’s fraud department […]