Making Money in a Tough Economy
(Photo | Pexels) Pricing is one of the most important, and perhaps one of the…
Browsing: Money & Investments
Required Minimum Distributions — What You Need to Know
(Photo | Pexels) You cannot keep retirement funds in your accounts indefinitely. You generally must…
Filing a Return, Claiming EITC Could Net $7,742 for Some Oregonians
As Earned Income Tax Credit (EITC) Awareness Day approaches on Friday, January 27, the Oregon…
Three Mistakes to Avoid in Retirement
(Photo by Andrea Piacquadio) Have you set 2023 as the year you will retire? Every…
OnPoint Community Credit Union Recommends Five Financial Resolutions & How to Achieve Them in 2023
(Photo | Courtesy of OnPoint Community Credit Union) Uncertainty about inflation and the U.S. economy…
Think Rate of Return is the Most Important Measure of Investment Success? Think Again.
(Graph and graphic courtesy of Rosell Wealth Managment) Many Central Oregonians are at or near…
Know the Lingo
On the rare occasion, I visit a coffee shop, I often feel that orders are…
Fifth Annual Fastest 20 Awards Spotlight Central Oregon Rising Stars
Sponsored by Columbia Bank & Capstone CPA’s Last night we awarded the Central Oregon Fastest…
The Giving Season
Six Tips for Making Smart & Effective Charitable Donations This Holiday Season The holidays are…
Oregon — A Great Place to Live… & Die?
(Ryan Correa | Photo courtesy of Rosell Wealth Management) The Importance of Having an Estate…