Hope Wealth Planning

Hope Wealth Planning Hope Wealth Planning is a client focused retirement planning firm.

We focus on each of our clients needs by helping them confidently plan and invest for their future.

Sector investing may present an opportunity — if you do your homework.
01/01/2023

Sector investing may present an opportunity — if you do your homework.

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Does it make more sense to push back , or not to retire at all?
12/30/2022

Does it make more sense to push back , or not to retire at all?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
12/28/2022

Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.

How long does a $20 bill last?

Low car lease payments look great, but do you really save money in the end?
12/26/2022

Low car lease payments look great, but do you really save money in the end?

This calculator compares the financial impact of leasing versus buying an automobile.

Wondering about your choices for putting aside money for retirement? Learn more about your options.
12/25/2022

Wondering about your choices for putting aside money for retirement? Learn more about your options.

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Mortgage lenders consider many personal factors when deciding whether you can afford a home.
12/23/2022

Mortgage lenders consider many personal factors when deciding whether you can afford a home.

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Tax freedom day: the day you begin earning money for yourself.
12/21/2022

Tax freedom day: the day you begin earning money for yourself.

Assess how many days you'll work to pay your federal tax liability.

Have a kid heading off to college? Here are a few tips.
12/19/2022

Have a kid heading off to college? Here are a few tips.

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

Why are they made again and again? This piece helps make sense of these errors in judgement.
12/18/2022

Why are they made again and again? This piece helps make sense of these errors in judgement.

Why are they made again and again? Making sense of these errors in judgement.

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.
12/16/2022

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Marginal tax bracket and holding period affect capital gains taxes. Learn more.
12/14/2022

Marginal tax bracket and holding period affect capital gains taxes. Learn more.

Use this calculator to estimate your capital gains tax.

Building a personal may be the highest order of altruism. It can begin with four simple steps.
12/12/2022

Building a personal may be the highest order of altruism. It can begin with four simple steps.

A four-step framework for building a personal legacy.

Address

3000 Market Street #353
Stafford, OR
97301

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+15036066002

Website

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