Learn what to do after a financial windfall. Understand taxes, investing, debt decisions, and planning steps to protect long-term financial security.

Planning to retire in 10 years or less? Learn what to prioritize now, including savings, taxes, investments, Social Security, and Oregon-specific retirement planning strategies.

Your digital life needs protection too. Learn why legacy contacts matter, how they prevent data loss, and how to safeguard your online accounts in modern estate planning.

Winter tax planning can lower your tax bill and boost savings. Review income, maximize contributions, manage gains, and use Oregon-specific tax strategies before year-end.

Struggling with the decision to pay off mortgage before retirement? Compare cash flow, taxes, and investment returns to choose the strategy that fits your goals.

Feeling unprepared for retirement? Avoid common retirement regrets with clear goals, income planning, and smart strategies to protect your future.

Discover how much you need to retire comfortably. Learn key factors like income, housing, healthcare, and planning tips from North Ridge Wealth Advisors.

High-income earners face constant tax law changes — especially after the latest bill reshuffled rates, deductions, and credits. This article breaks down what actually matters now, and how to build a flexible, forward-looking tax strategy that protects your wealth regardless of what Congress does next.

Explore five financial moves to make before the end of the year. Learn how to reduce taxes, boost savings, and enter the new year with confidence.

This guide breaks down the differences between pensions, pension plans, and retirement plans—covering how each works, who funds them, and the level of risk involved.

Wealth management and financial planning both aim to secure your financial future but differ in scope and complexity.

Given the market ups and downs this year, our team has unsurprisingly received a lot of questions from clients and colleagues alike about their individual financial plans, the state of the markets, the Big Beautiful Bill, the future of Social Security, and more.

The right choice depends on your goals, resources, and the kind of legacy you want to build.

If you’re already incorporating charitable giving into your financial plan, donating appreciated assets can be a smart, tax-savvy way to maximize your impact while potentially reducing your tax burden.

For retirees who want to give back without overcomplicating their tax situation, QCDs offer a direct, efficient path—what I like to think of as a trail-ready giving strategy.

A donor-advised fund (DAF) can serve as the base camp for your philanthropic adventures.