Portland Financial Advisors, Inc.

How soon will Healthcare Reform Impact You?

Posted on September 17, 2010 at 9:52 pm

Regardless of what you think about the new healthcare legislation, there are things in it that will likely affect you, your business, and your family. You can find a great deal of information on the benefits of Healthcare Reform on the http://www.healthcare.gov website. Digging through the details is a little more challenging. For that reason, [...]

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Strategies to Reduce the Cost of Annuities and the Taxes Upon Withdrawal

Posted on February 17, 2009 at 12:19 am

The Internal Revenue Code section 1035 allows you to exchange one annuity for another without owing tax on the earnings. By exchanging your current annuity into a “low-load” or “flat fee” annuity you could save money in fees and commissions, or into an annuity that will offer you a higher payout. Secondly, a new IRS [...]

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The three financial mistakes people make in tough economic times

Posted on December 16, 2008 at 11:43 pm

In journalism bad news sells. In the print media, television or on the internet, there is no shortage of clarion calls about the demise of the economy and what you should do about it. Unfortunately, by the time the word gets out, the stock market has already taken a significant downturn and the various media [...]

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