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A Quick Guide to Document Retention

Submitted by Dougall Conradie LLC and Wealth Advisors NW on December 1st, 2018

Is your garage overflowing with bank statements and paid bills from ten years ago?  Are you unsure about what documents need to be retained and what can be tossed? Speaking of tossing, what documents can be tossed in the trash, and which should be shredded?  Are you wanting to finally get control of your documents?

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  • document retention
  • retention schedule
  • tax returns
  • taxes
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Video: Financial Literacy for Children

Submitted by Dougall Conradie LLC and Wealth Advisors NW on November 6th, 2018
 

 

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2018 Tax Changes You Need to Know

Submitted by Dougall Conradie LLC and Wealth Advisors NW on November 1st, 2018

As we draw closer to the end of 2018, Americans are starting to think more about the changes to the U.S. tax code. Though the tax code has been tweaked in recent years, it’s been 27 years since the last major revision that took place under President Reagan.

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  • tax changes
  • tax update
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Real Estate Investing for the Beginner

Submitted by Dougall Conradie LLC and Wealth Advisors NW on October 1st, 2018

Television today is bombarded with a variety of real estate programs. House hunting, home renovation, home flipping, these programs have stimulated the interest of many individuals to start investing in real estate for themselves.

Tags:
  • financial planning
  • investment
  • real estate
  • real estate investment
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A Summary of 2018 Tax Changes

Submitted by Dougall Conradie LLC and Wealth Advisors NW on August 31st, 2018

The Trump administration’s new tax reform bill was signed into law in December of 2017, representing the first major tax change in over 30 years. The changes are significant and are likely to affect nearly everyone in some measure; some positively, while others may find themselves with a higher tax bill in 2018.

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  • tax changes
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529 Plans

Submitted by Dougall Conradie LLC and Wealth Advisors NW on August 6th, 2018

Started in 1996, 529 plans provide tax incentives for those saving for post-secondary education. The plan allows funds saved to be used at any eligible education institution, which typically includes colleges, universities, vocational schools or any post-secondary educational institute that is currently eligible to participate in U.S. Department of Education student aid programs.

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  • Planning
  • Post-Secondary
  • Saving
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Tax Planning Basics

Submitted by Dougall Conradie LLC and Wealth Advisors NW on July 5th, 2018

For years it was assumed that tax planning was reserved for the wealthy. While wealthy individuals will see the most benefit from tax planning, with big changes looming for the 2018 tax year, even middle-income earners can reap the benefits of tax planning.  

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  • AGI
  • reducing your tax liability
  • tax
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Retirement

Submitted by Dougall Conradie LLC and Wealth Advisors NW on May 2nd, 2018

It’s never too early or too late to start planning for retirement. However, in the U.S., when it comes to retirement savings, later seems to be the standard. According to RothIRA.com, only 56% of today’s workers in the U.S. are currently saving money for their retirement, and 38% of those currently saving have less than $10,000 saved.

Tags:
  • 401K
  • finances
  • financial planning
  • IRA
  • Roth IRA
  • Saving
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Pay Yourself First - The Holy Grail of Personal Finance

Submitted by Dougall Conradie LLC and Wealth Advisors NW on March 27th, 2018

Remember way back to your first paycheck. The moment you open the envelope anticipating the windfall when all your hard work pays off. Then, like a swift kick to your gut, realty hits. Your takeaway earnings are almost always way lower than what you expected.

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  • finance
  • financial planning
  • financial stability
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The Importance of Financial Goals

Submitted by Dougall Conradie LLC and Wealth Advisors NW on March 8th, 2018

Buying vs. Leasing_ Tips for Stretching Your Car Budget.png

 

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  •  Dougall Conradie LLC: 971-249-9920
  •  Wealth Advisors NW: 971-249-9930
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There are no warranties implied.

Wealth Advisors Northwest LLC (“RIA Firm”) is a registered investment adviser located in Portland, Oregon. Wealth Advisors Northwest LLC may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Wealth Advisors Northwest LLC web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Wealth Advisors Northwest LLC web site on the Internet should not be construed by any consumer and/or prospective client as RIA Firm Name’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Wealth Advisors Northwest LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Wealth Advisors Northwest LLC, please contact the state securities regulators for those states in which Wealth Advisors Northwest LLC maintains a registration filing. A copy of Wealth Advisors Northwest LLC current written disclosure statement discussing RIA Firm Name’s business operations, services, and fees is available at the SEC’s investment adviser public information website –www.adviserinfo.sec.gov or from Wealth Advisors Northwest LLC upon written request. Wealth Advisors Northwest LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Wealth Advisors Northwest LLC web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.

Wealth Advisors Northwest LLC is Registered Investment Advisor in the states of California, Oregon and Washington. Dougall Conradie LLC is a Certified Public Accountant. Wealth Advisors Northwest LLC and Dougall Conradie LLC share common ownership. Dougall Conradie LLC provides tax and accounting related services to clients of Wealth Advisors Northwest LLC. 

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