Financial Planning

Portland Financial Services

Navigating Investments and Wealth: Is Professional Help the Key?

In today’s financial landscape, the concept of investments and wealth has become increasingly important. This is especially evident in regions like Portland, Oregon, where people are becoming more conscientious of their financial standing and future. With such a dynamic and complex economic environment, a pressing question emerges: Do I need professional help with investments and…

Financial Literacy Month

April is Financial Literacy Month

Celebrating Financial Literacy Month This month at The H Group, we are celebrating Financial Literacy Month and will highlight free financial educational programs available online.  We are dedicated to providing the tools needed to make smart financial decisions for you and your family. Let’s begin with teaching our children about money. Visit Financial Literacy for Kids: Lessons, Activities, Delivery Tips…

Estate Planning

Key Estate Planning Numbers for 2023

Here are some key numbers associated with estate planning, as well as the federal gift tax and estate tax rate schedules for 2022 and 2023.   2022 2023 Annual gift tax exclusion: $16,000 $17,000 Gift tax and estate tax applicable exclusion amount: $12,060,000 1 + DSUEA 2 $12,920,000 1 + DSUEA 2 Noncitizen spouse annual gift tax exclusion: $164,000 $175,000 Generation-skipping…