As we grow older, many of us will need to decide where to live next when our current home becomes too difficult to manage, and assistance is required. Deciding when and where to move can feel daunting, as can the various financial arrangements available to pay for the move.

Selling a business is one of the most significant decisions an entrepreneur can make. Aside from being a meaningful financial transaction, it is also a life transition that impacts your legacy, family, employees and future. 

Two joyful milestones—marriage and the arrival of a child—bring celebration, change and financial complexity. These transitions also create important opportunities to strengthen your financial foundation and ensure that the plans you have in place evolve to support the people you love. 

Every year, we get questions about how to reduce taxes by moving out of state. Taxes in Oregon have been some of the highest in the country for many years, and Washington is quickly following suit.

As the pace of life can slow down in the fall and winter seasons, so can we find ourselves noticing the finer details that surround us. These seasons invite reflection and intentionality, making them an ideal time to turn our attention to year-end financial planning.

In this quarter’s Wealth Management Insights video, "Wrapping Up 2025," Samantha Pahlow, CTFA, AWMA®, discusses strategy and timing for charitable giving and which items to review ahead of year-end.

As the year draws to a close, it's an opportune time to review your financial situation and ensure you meet year-end deadlines to maximize your financial benefits. Completing these year-end financial tasks can help you save on taxes, secure your retirement and prepare you for the year ahead.  

The tax landscape for individuals has shifted once again with the passage of OBBBA. While
the legislation includes enhanced deductions and targeted tax relief, it also introduces several new income-based limitations that subtly yet significantly reshape tax efficiency.