Insights & Perspectives

Tax preparation tells the story of what happened. Tax planning helps write the next chapter. Learn how connecting the two can create a more efficient, forward-looking financial strategy.

Think your Social Security benefits are no longer taxable? Think again. The new “Big Beautiful Bill” changes the math—but not the rules. Here’s what retirees really need to know.

Post-tax season is the perfect time to review your financial goals, optimize tax strategies, and ensure your investments align with your long-term plan.

We are pleased to announce that Andrea Silbernagel is now a partner at Fort Vancouver Investment Management. Having joined FVIM as an Advisor in 2022, Andrea brings valuable expertise in tax and financial planning.

The Tax Cuts and Jobs Act, has left an indelible mark on American taxpayers since its enactment in 2018. As the TCJA is set to sunset in 2026, a short window of opportunity remains for individuals to strategize and maximize their tax benefits before the landscape shifts.

People have their take on retirement. With planning, hard work, and help from a skilled financial advisor your retirement can be a dream come true (at least according to these notable voices).

Instead of seeking more concentrated dividend stock positions, we prefer a total return investment strategy, even for retirees who are drawing income out of their portfolios.

Embarking on the path to sound financial decisions can feel overwhelming, especially when faced with the complexities of retirement planning, taxation, and investment management. Much like Rob's recent climb of Mt. Hood, the journey to financial success requires careful navigation and a knowledgeable guide to help you reach your goals.