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Price Financial Group | Financial Advisors | Beaverton, Oregon

Price Financial Group | Financial Advisors | Beaverton, Oregon

  • Home
  • About
    • Why Us?
    • Our Process
  • Team
    • Our Team
    • Bo Caldwell, CFP®, ChFC®
    • Matt Sudol, CFP®
    • Matt Mai, AAMS®
    • Rebecca Lovincey
    • Benjamin Hosseini
    • Erin Burke
    • Mikela Rapattoni
    • Brandt Oxley
  • Services
  • Radio Show
  • Recent Posts
  • Contact

Blog

Blog

Blog

How Will the SECURE 2.0 Act Affect Your Retirement?

New legislation could bring big changes for people saving for and living in retirement Overview When Congress passed the SECURE Act in 2019, the new legislation included significant changes for retirees. Now, after months of debate and deliberation, Congress has approved SECURE 2.0. While the new legislation builds on the 2019 changes benefiting Americans in

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Tax Changes for the New Year

Tax brackets, standard deductions and retirement contributions increased for inflation. New tax laws are set to take effect on Jan. 1. Tax brackets have expanded, while standard deductions and contribution limits to retirement accounts are higher. Gift tax limits and estate tax exclusion limits have also increased. Overview The start of a new year always

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Splitting Stocks

Investors get more shares for their money with a stock split. Stock splits can be a good way for companies to lower share prices, making their stock more affordable for potential investors. Current shareholders can also benefit by getting more shares with the same total value. Overview Amazon. Shopify. Tesla. What do these companies have

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Protecting Yourself from Cybercrime

The rise of digital payments has made more Americans vulnerable to online fraud. Take these proactive steps to help protect your money and identity from being stolen by scammers and cybercriminals. Overview Digital payments are on the rise — and hackers are looking for a cut. More than 80% of Americans made a digital payment

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RETIREMENT ACCOUNTS & RMDs

RMDs are crucial for retirement account owners age 72 and older Some qualified retirement account owners are surprised that the IRS requires them to take a certain amount from their accounts each year. Including required minimum distributions in your financial plan can help you avoid higher taxes and potential IRS penalties. Overview If you own

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Filed Under: Blog

Midterms and Markets

What midterm elections could mean for your financial plan Elections tend to create a lot of questions and uncertainty. The uncertainty wreaks havoc on markets, which are concerned about potential changes or stalls in fiscal, tax, estate, international and environmental policies. Overview Americans are heading back to the polls. Midterm elections, scheduled for Tuesday, Nov.

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Filed Under: Blog

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(503) 253-3000
16100 NW Cornell Rd
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Beaverton, OR 97006

2022 Copyright © All Rights Reserved. Price Financial Group Wealth Management, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Price Financial Group Wealth Management, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Price Financial Group Wealth Management, Inc. unless a client service agreement is in place. Price Financial Group Wealth Management, Inc. provides strategies for estate and / or tax planning. These strategies do not constitute tax or legal advice. Consult legal or tax professionals for specific information regarding your individual situation.