Resources you can trust
Get information you can use.
When financial questions arise and life happens, where can you find information and advice you can trust?
Tips & Tools
Calculators
Insights
How the Secure Act 2.0 Affects You
Digital Assets 101 (plus inventory worksheet)
For other insights, read our blog,
Planning Matters
For video insights, visit our YouTube Channel
Join us for a Ripple Event.
Ripple Events are another way we can make a difference in people’s lives and in our communities. These events are workshops, talks, and webinars – basically any gathering in which we share information and knowledge with our community. You’ll walk away with insights and tools to make informed decisions about your financial situation.
Be the first to hear about and sign up for our Ripple Events.
Past Ripple Events
- Predictions for Long Term Investors
- Downsize & Preserve: A Meaningful Home Transition
- Brews and Bookkeeping
- A to Zs of Paying for College
- Navigating Your Personal Insurance Coverage
- Unlocking the Mysteries of Your Pension
- Travel Edition with Heidi Johnson Bixby
- Wills and Wine: Estate Planning 101
- Demystifying Washington State Property Taxes with Clark County Treasurer Alishia Topper
Save the Date Upcoming Events
Tuesday, April 23: Volunteer Match-Up Event
Hosted by Ripple Impact NW and Greater Vancouver Chamber of Commerce this event will give volunteers a chance to learn about volunteer opportunities at various nonprofits in our community. For more information and to register, click here.
Thursday, May 2: Ripple Event: The Economic Terrain in Southwest Washington: A Holistic View of Clark County
5:00 p.m. on Thursday, May 2, Zoom Only
We’re excited to host local economist Scott Bailey to talk about all things economics with a zeroed in look at Southwest Washington. This is a Zoom only webinar. Register Here
Wednesday, June 5: Ripple Event: Bookkeeping & Brews
Monitor the growth of your business and eases your stress as a small business owner. Come learn tips around bookkeeping, expense tracking, tax issues and the impact it can have on your business during this special event co-hosted with our sister company, Integrated Tax Services.
Other Resources
Empowering Reads
The Charles Schwab Guide to Finances After 50, Carrie Schwab-Pomerantz (with Joanne Cuthbertson)
Gladwell Books, “Anything by Malcolm Gladwell!” says Heidi Johnson Bixby
The Millionaire Next Door, Thomas J. Stanley, Ph.D., and William D. Danko, Ph.D.
Charitable Giving & Philanthropy
Charity Navigator, to help you find and support charities that align with your passions and values.
Ripple Impact NW, focused on inspiring and supporting philanthropy in Clark County
Referrals
Financial Education and Coaching: Financial Beginnings Washington
Tax Planning and Preparation:
Integrated Tax Services, our sister company
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PLANNING MATTERS