Helpful articles to educate, inspire and empower you on your financial planning journey.
Don't Be Afraid of the 529: Why Oregon Families Are Leaving Money on the Table
529 plans have never been more flexible. Learn about the latest rule changes, Oregon's refundable tax credit, and why the "what if" fear is officially outdated.
How to Send Your Kid to College in Oregon: Funding Costs and Strategies
Oregon Parents looking to figure out college costs and strategies to pay for college will find this blog post extremely helpful!
How to Start Saving for College in Oregon
If you are a parent in Oregon, learn about the ways you can help your child financially after high school graduation. Saving for college doesn’t have to be overwhelming— every little bit helps!