Blog
Understanding Alternative Retirement Plans Available to You
Oregon is now one of 28 states that requires all businesses to offer retirement plans to their employees. While the state-sponsored OregonSaves retirement savings plan is available to businesses in the private sector, there are several...
Read MoreThree Key Components of Financial Literacy
Financial feats that were once unheard of—from investing in cryptocurrency to instantly paying someone through an online payment system—have now become commonplace in many parts of the country. But these sophisticated tasks...
Read MoreHow Much Do You Know About Credit?
In 2020, the average FICO score in the U.S. rose to 711, an eight-point increase from 2019.1 When it comes to having healthy credit, your score is the result of many factors. But what specifically goes into someone's credit report, and...
Read MoreAn Interview with Carrie & Sara
Why/when did you decide to start Firenze Wealth? Carrie: Sara and I were at a professional development training about 5 years ago and every morning during out walk we were planning and discussing our own practices. We both felt that...
Read MoreHow Financial Asset Management May Help Investors Stay the Course
Most people who decide to purchase stocks, bonds, mutual funds, or other investment vehicles do so understanding that there are risks associated with investing, but believing that the potential growth they may realize over time...
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Women, Wealth, and Legacy Planning
Women play a central role in establishing and preserving family wealth -- whether nurturing the values of children, fulfilling charitable goals, or making investment decisions that affect the financial security of themselves or their...
Read MoreRe-thinking Your Bucket List
When approaching the latter part of life, it is easy to get caught up in achieving every goal on your bucket list. Individual lists vary widely, but often are filled with wild adventures like skydiving and scuba diving in the Great...
Read MoreChoosing a Retirement Plan for Your Business
You’re an entrepreneur and you’re not looking back. You’ve opened your own business, whether alone or with partners, and you’ve achieved success. Now you’re thinking about retirement, not just for you, but...
Read MoreKey Tax Deadlines for 2021
While the 2020 tax year saw some significant changes to filing deadlines due to the effects of the global pandemic, the 2021 tax season seems to be set to be on track with normal filing deadlines. With the pandemic still in sight, it...
Read MoreYour Retirement Planning: “Too Big to Fail”
Many of us remember the phrase “too big to fail” from the 2008 financial crisis and cringe now that its use has been resurrected during the coronavirus pandemic. Others remember that the term was also used in 1984 by U.S....
Read MoreHealth Care Costs Expected to Jump in 2021
As we approach the end of the year, employees and employers are both wrestling with changes to employee benefits for 2021. While every year always brings about changes, this year seems especially daunting given that the COVID-19...
Read MoreTips for Organizing Your Financial Documents
In an increasingly paper-free society, organizing your financial documents can still be a challenge. No matter how simple or complex your financial picture might be, it takes some thought-out organization to keep your tax documents,...
Read MoreTax Identity Theft Awareness - Protecting Yourself from Tax Identity Theft
Tax identity theft is when someone steals your Social Security Number, files a tax return with your number, and directs a refund to their own bank account. In other cases, this type of identity theft may involve a scam artist calling...
Read MoreThe Importance of Financial Wellness
Financial wellness, like physical wellness, isn’t something you should ignore. Instead, it's a critical concept for anyone who wants to be knowledgeable and confident about their finances, and in fact, financial wellness is so...
Read MoreNew Year's Resolutions to Get Your Finances in Order
New Year's is traditionally the time to review your life and make resolutions for change. In addition to thinking about working out, eating healthy, and meeting personal and professional goals, you should also think about your finances...
Read MoreHow to Structure Charitable Giving Throughout Your Lifetime
Charitable giving is a way for affluent individuals spread their money around and to benefit causes that are near and dear to their hearts. Yet, for those who fall into the high net worth category, it is critical to structure...
Read MoreCharitable Giving and Donating Toys
As the holidays approach, many children start to make wish lists, but unfortunately, not all children have someone to give them gifts. Luckily, there are many charities that help get holiday gifts and joy to children. If you're...
Read MoreCreating a Business Plan for Small Businesses
Your business plan is an important part of creating a business and a critical tool for drawing in lenders and investors. If you're thinking about launching a small business or if you want to take your small business in a new direction,...
Read MoreHow to Evaluate a Charity and Whether to Donate
Responsible giving doesn't only involve making sure to help those in need, but also ensuring that you perform your proper research by evaluating the charity. Proper evaluation will help you to make sure that your funds are being used...
Read MoreCharitable Giving: How it Affects You Financially as Well as Personally
The holiday season is just around the corner and many charitable organizations are in desperate need of donations to help provide the vital services needed in the community. You are most often inundated with a number of charitable...
Read MoreHow Entrepreneurs Can Stay Nimble in the COVID Era
When one door closes, another opens—and entrepreneurs who keep this mantra in mind are more likely to remain on top once the world has moved beyond the novel COVID-19 pandemic. What can business owners and other entrepreneurs do...
Read MoreFirenze Wealth Management Joins Good Life/LPL
Good Life announces a new partnership with Firenze Wealth Management, a Portland, OR-based private practice with over 50 years of combined experience in the industry. Founders Carrie Mullins and Sara Tanner lead the team, which was...
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