Financial Planning

Taxes in Oregon for Small Business: The Basics

Located in the scenic Pacific Northwest, Oregon is celebrated not only for its breathtaking landscapes but also as a haven for businesses. Boasting over 396,925 small enterprises, this state has firmly established itself as a premier destination for business in the U.S. However, if you’re an entrepreneur eyeing Oregon as your business hub, it’s essential…

Author
Christopher K. Winn
Aug, 29 2023 · Business Owner Planning
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How Does an IRA Generate Income and Grow Your Money?

Individual retirement accounts are reliable vehicles for accumulating funds over time. They foster substantial growth through tax-free earnings on investments and play a significant role in long-term financial planning. Unfortunately, not many people understand how this individual retirement arrangement works. In fact, according to a 2020 survey by The American College of Financial Services, about 80%…

Author
Christopher K. Winn
Jun, 22 2023 · Fiduciary Financial Planning & Wealth Management
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A Guide to Restricted Stock Units (RSUs): What They Are and How to Maximize Their Value?

RSUs are used by many companies to reward and retain employees. Explore key considerations to help you make informed decisions about your Restricted Stock Units.

Author
Christopher K. Winn
May, 23 2023 · Business Owner Planning
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Social Security Strategies: 15 Easy Tips for Maximizing Your Benefits

Learn 15 simple Social Security strategies to make the best decisions for maximizing your benefits. From spousal benefits to retirement age, get the most out of Social Security.

Author
Christopher K. Winn
May, 23 2023 · All articles
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Retiring in Oregon: All You Should Know About Oregon State Taxes

Discover if Oregon is a tax-friendly state for retirees. Read our overview of the state’s tax policies and decide if retiring in Oregon is the right choice for you.

Author
Christopher K. Winn
Apr, 24 2023 · Financial Planning
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Oregon 401k Tax Benefits and Advantages: Detailed 2023 Guide

Learn about the tax benefits of contributing to a 401(k) plan in Oregon, including potential savings on state income taxes and how to maximize your retirement savings.

Author
Christopher K. Winn
Apr, 24 2023 · All articles
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7 Rules of Highly Effective Dividend Investors

Discover the 7 golden rules for successful dividend investing. Learn how to pick the right stocks, manage risk and maximize returns with this comprehensive guide

Author
Christopher K. Winn
Apr, 24 2023 · Business Owner Planning
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