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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

A desk with office supplies on it. In the middle of the desk is an open journal with a heading that reads "Finance Tracker". Under the journal is a piece of paper that reads "Monthly Budget Overview", and has several columns on it for tracking expenses.
Heather Jackson | Sep 23, 2022

Financial Planning Basics: Creating and Maintaining a Budget

Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
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coins in a cup with growing plant
Heather Jackson | Sep 20, 2022

What are the Benefits of Saving Early?

Savings
Finance
For many Americans, the art of saving is something that they have yet to master. This is especially true for those who have just entered the workforce or have
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Hand holding a large bundle of balloons
Heather Jackson | Sep 8, 2022

What to Do With with a Sudden Windfall

Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
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A couple working in their kitchen together
Heather Jackson | Aug 31, 2022

Family Business vs. Family Boundaries: Drawing the Line

Family
Finance
Mixing family and business can be tough. Is it possible to create healthy boundaries?
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A retiree couple in a meeting with a professional. They are all looking at a laptop screen
Heather Jackson | Aug 1, 2022

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
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Focused young woman shopping online on her laptop
Heather Jackson | Jul 29, 2022

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
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A teenager holding a yellow and blue longboard talking to her friend
Heather Jackson | Jul 15, 2022

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
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living-room
Heather Jackson | Jul 11, 2022

Finance Home Costs

Finance
Property
Real Estate

There’s nothing more exciting than buying your first home. Whether it’s a condo for one, a sprawling mansion, or anything in between, buying your first home

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young-professional
Heather Jackson | Jul 8, 2022

Top 5 Things 20-Somethings Need to Do

Education
Savings
College
Lifestyle
Finance

If you’re in your 20s, rejoice! You’re in a great position to create the life you want, starting with a secure financial future. While it’s common to feel

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woman-finance
Heather Jackson | Jul 4, 2022

Financial Designations

Finance
Education

Have you ever wondered exactly what those initials after a financial professional’s name mean?  You’re definitely not alone. The easy way to tell is to visit

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Mother and child working on a laptop together
Heather Jackson | Jul 1, 2022

Should You Prioritize Retirement Savings over College Savings?

Retirement
College
College and retirement require serious savings. Is it possible to save for both?
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how-to-save-money
Heather Jackson | Jun 27, 2022

10 Ways to Save Money

Education
Finance
Savings

While it may not seem so, there are a lot of painless ways to save money. Not just for those who have a limited cash flow, but also for those with plenty of

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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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