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, February 11: Ripple Event: 2025 Outlook with Jon Nicolazzo from Capital Group
Join our breakfast event for long-term investors. Doors will open at 7 a.m. and event will begin at 7:30 a.m. in the Ripple Space in downtown Vancouver. Check back soon for registration link!
Tuesday, April 22: Ripple Event: Smooth Sailing: Financial Tips and Savvy Strategies for Cruise Lovers and Travelers
Travelers join our fun Ripple Event the evening of April 22 in the Ripple Space where we’ll hear from cruise and travel planning experts. Registration link and details coming soon.
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
