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
Thursday, November 14: Ripple Event: Unlocking Business Value: Understanding Valuation and Strategies for Growth
5 p.m. – 6 p.m. (doors open at 4:30 p.m., program begins at 5 p.m.) Ripple Space, 275 West Third Street, Suite 400, Vancouver, WA
Our next Ripple Event is hosted by Integrated Tax Services and they’ll host Richard Reynolds, Managing Director from Silverpine Group, a local valuation opinions and consulting group. Richard will help attendees gain actionable insights into the steps they can take to enhance their business’s worth, helping to learn:
- The fundamentals of business valuation: what it is and why it matters.
- Key reasons why all companies, regardless of size, should consider a professional business valuation.
- Practical strategies to increase the value of your business and prepare for future growth or sale.
Whether attendees are planning to sell, raise capital, or simply want to ensure their business is on the right path, this event will provide them with the knowledge and tools needed to succeed.
Check back soon for RSVP link
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
