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Plan for your retirement with insights and knowledge based on your age, your goals and your financial situation.

Preparing for Retirement

Which IRA is Right for You: Comparing Traditional and Roth IRAs

When it comes to saving for your future, one place to start is figuring out which Individual Retirement Account (IRA) best fits your needs — a Roth IRA or a traditional IRA.

October 2018
Preparing for Retirement

Becoming a Landlord: Is it Right for Me?

Becoming a landlord can be a great way to boost your income and build some long-term equity in the Portland area's booming real estate market. Here are some important things to know before deciding if it's the right step for you.

October 2018
Preparing for Retirement

Business Financing 101: First Steps to Starting Your Own Business

When it comes to business financing, here's what solopreneurs need to get their company off the ground.

October 2018
Preparing for Retirement

Money Talks: Talking About Final Wishes with Family

While it's important to discuss your posthumous intentions, it may be difficult for your loved ones to think about your passing and imagine having to deal with questions of inheritance while grieving that loss. However, starting those conversations early will ultimately relieve you and them of a tremendous burden when the time comes.

September 2018
Preparing for Retirement

Money Talks: Top 4 Tips for Discussing Your Aging Parents' Finances

Here are four steps to making a conversation about your aging parents' finances productive without causing a rift between you.

September 2018
Preparing for Retirement

Bounce Back from Unexpected Retirement Plan Disruptions

Even if you're on the right track, an unplanned event can interrupt those plans and force you into an unexpected retirement. Here's how to handle three common retirement plan disruptions and protect your retirement dream.

September 2018
Preparing for Retirement

How to Build Retirement Savings as a Freelancer

Where traditional employees typically rely on their employers to set up retirement plans, freelancers must formulate their own savings strategies to build a sufficient nest egg for their golden years.

September 2018
Preparing for Retirement

How to Open Your First Checking Account

Opening your first checking account is a major personal finance milestone. Here's what you need to know before you open your first bank account.

September 2018
Preparing for Retirement

Your Financial Plan: Is It Time to Start Investing Beyond Your 401(k)?

Although the right time to invest is a personal decision, there are some general guidelines that can help you figure out if you're ready to start exploring the next steps.

August 2018
Preparing for Retirement

Your Travel Bucket List: A Guide to Amazing Experiences on a Budget

Ready to tick to-dos off of your travel bucket list? Read our tips for traveling internationally on a budget, safely and in style.

July 2018
Preparing for Retirement

Retiring Abroad: What to Know Before You Go

Retiring to a new country takes planning. Learn more about the financial, logistical, and lifestyle considerations that come with retiring abroad.

July 2018
Preparing for Retirement

Finding a Tax-friendly State for Retirement Doesn't Have to Be Taxing

Here are some things to take into consideration before deciding that moving to a tax-friendly state is right for you.

July 2018

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