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Exciting News!

Our Washington Street office will be closing on Monday October 13th and we will be opening our new Sunnyside satellite office on October 27th. 
Office hours for the new building will be Mondays from 10:00 am to 2:00 pm, or by appointment only.

 

New Location :

8800 SE Sunnyside Rd Suite 315S
Clackamas, OR 97015

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Blog

Happy elderly couple holding yellow flowers
Heather Jackson | Jul 12, 2021

Should You Retire at the Same Time As Your Spouse?

Retirement

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the

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Hand holding a house key
Heather Jackson | Jul 5, 2021

Is a Reverse Mortgage a Smart Path to Extra Retirement Cash Flow?

Retirement
If you’re over the age of 62 and in need of some extra cash flow in your retirement, you may be considering a reverse mortgage. Borrowing money from your home
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Heather Jackson | Jul 1, 2021

The Basics of Paycheck Protection Program Loans: Round Two

Finance

The year 2020 was unprecedented for so many reasons—all because of the COVID-19 pandemic. Many suffered from job losses, had to juggle childcare while working

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Happy couple sitting in a park with their dog
Heather Jackson | Jun 28, 2021

Financial Management for Couples: When a Spender and a Saver Fall in Love

Finance
Relationships can be filled with tricky financial situations. Here are some tips on navigating money management as a team.
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Senior couple in a meeting with a financial professional
Heather Jackson | Jun 24, 2021

The Risk of Reverse Dollar-Cost Averaging for Retirees

Retirement
Investments
What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed income?
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Mother and daughter cooking and laughing
Heather Jackson | Jun 21, 2021

Making the Most of Your Tax Return

Tax Planning
If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
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Row of townhomes
Heather Jackson | Jun 17, 2021

Selling Your Home After Retirement: The Benefits of Downsizing

Retirement
Savings
Real Estate
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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Man sitting at a long table in front of a window. He is looking at his phone.
Heather Jackson | Jun 14, 2021

Passive Income Investments: How to Make Your Money Work for You

Investments
Savings
Looking to potentially increase your income without working extra hours? A passive income investment may bring you closer to your wealth-building goals.
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Elderly man and woman laughing. The man is holding a map, and the woman is wearing a backpack. They look like they are travelling.
Heather Jackson | Jun 10, 2021

Living the Dream: How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t working 40 hours every week?
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Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.
Heather Jackson | Jun 7, 2021

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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Woman in grad cap and gown sitting on stairs and smiling. She's wearing a ribbon that says Doctor of Medicine
Heather Jackson | Jun 6, 2021

The Pros and Cons of Investing in a 529 Plan for College

College
Savings
One of the best ways to prepare for the cost of college is to start saving early. Here are some pros and cons of a 529 savings plan to consider.
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Woman writing in a paper planner with a pen
Heather Jackson | Jun 6, 2021

Retirement Calculator: Are You On Track to Reach Your Goals?

Retirement
Savings
Thinking about retirement and fixed-income living can be overwhelming. Here are some things to consider when planning your retirement.
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Contact

PO Box 400
Beaverton, OR 97075
 

 

P: (971) 249-9920
F: (503) 643-0163
admin@cpanw.com

 

 

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