Taxpayer Advocate Urges Oregonians to Volunteer to Help Low-Income Families Receive Millions in Unclaimed Tax Benefits
Oregon and the Internal Revenue Service are once again recruiting people to assist in the…
Browsing: Money & Investments
Improving the Way Clients Experience Wealth Management
When it comes to financial planning, most people expect to juggle multiple professionals: an advisor…
New Tax Law Brings Big Wins for Small Businesses
In July 2025, President Trump signed the One Big Beautiful Bill Act (OBBBA) into law,…
Mid Oregon Selected as Best of the Best of Bend
Mid Oregon Credit Union was honored to win first place in the credit union category…
Income Tax Filing Extension Deadline Just Six Days Away
(Photo | Pexels) More than 2.1 million Oregonians have filed their tax year 2024 state…
New Law Makes Concierge Medicine HSA-Friendly — Finally!
On July 4, 2025, President Trump signed the One Big Beautiful Bill Act (OBBBA). The…
Financial Focus
If you own a business, you’ve probably spent countless hours thinking about how to grow…
Oregon Taxpayers Encouraged to Participate in Survey that Could Determine Future of Direct E-Filing Option
The Oregon Department of Revenue is encouraging Oregon taxpayers to participate in an anonymous IRS…
Umpqua Bank Business Barometer 2025
We are pleased to share the results of Umpqua Bank’s seventh annual Business Barometer, our…
New Financial Wellbeing Employer Survey Report Focusing on Small Businesses Finds Value Alignment with Large Employers on the Importance of Worker Benefits
A new Financial Wellbeing Employer Survey report focusing on small businesses, published today by the…