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Latest Articles

Retirement

  • Split Annuity Strategy
  • Women on the Rise

Estate

  • And the Executor Is
  • Trends in Charitable Giving
  • Problems with Probate
  • Four Steps to Valuing an Estate
  • Estate Management Checklist
  • A Brief History of Estate Taxes

Investment

  • How Stocks Work
  • Estimating the Cost of College
  • How to Invest in LGBTQ+ Friendly Companies
  • Required Reading: The Economic Report of the President
  • The Utility of Sector Investing
  • The Anatomy of an Index

Insurance

  • The Value of Insuring Against Life’s Risks
  • Making Sense Of A Home Warranty
  • Understanding Extended Care

Tax

  • How Income Taxes Work
  • How to Make the Tax Code Work for You
  • Understanding Marginal Income Tax Brackets
  • Filing Final Tax Returns for the Deceased
  • What Do Your Taxes Pay For?
  • Do You Owe The AMT?

Money

  • Life and Death of a Twenty Dollar Bill
  • Countering Counterfeit Currency
  • Weighing the Benefits of Prepaid Debit Cards
  • Your Emergency Fund: How Much Is Enough?
  • U.S. Personal Savings Rate

Lifestyle

  • Prevent a Rift: Money Tips for Newlyweds
  • Personal Finance Tips for Military Families
  • Pickleball in Retirement
  • Fixed or Variable Mortgage, Which Should You Pick?
 

Contact

Office: (503) 922-1282

Office: (503) 620-6628

Fax: (503) 922-3409

16577 Boones Ferry Rd.

Suite 200

Lake Oswego, OR 97035

info@unitedfinancialnw.com

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