Professional Investment and Financial Planning Services for Portland Metro and SW Washington
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New Retirement Contribution Limits for 2023
Workplace retirement plans including the 403b, 457 and 401k, plus the IRA and Roth IRA all are increasing their annual contribution limits for 2023

Paying for Education
Savings strategies, federal loan programs, calculators plus
FEDERAL STUDENT LOAN FORGIVENESS PROGRAM INFORMATION

For Oregon PERS Members
Resources for members of Oregon's Tier 1, Tier 2 and Oregon Public Service Retirement (OPSRP) state retirement plans.

Sustainable Investing through ESG
ESG investing is a form of sustainable investing that considers an investment’s financial returns and its overall impact in three specific categories: environmental, social and corporate governance.
For your Business or Nonprofit Charitable Organization
Your Company's Retirement Plan
Business structure options, tax minimization strategies* and options for employer and employee retirement benefits.
The Secure Act 2.0 of 2022
The Act includes a number of provisions related to retirement plans that include expanding participant coverage and help participants preserve income. The summary found at the link below includes highlights from the Act.
*Neither Voya Financial Advisors nor its representatives offer tax or legal advice. Please consult with your tax and legal advisors regarding your individual situation.


Find the right balance between your needs, wants and savings.
Not many words can create as much stress as the word budget. For many people, it's on the short list of most disliked, yet necessary and often ignored subjects. What makes the process easier and sometimes rewarding are the right tools and we have them. The link below will take to Voya's Interactive Budget Calculator. Pay your bills, set money aside for a weekly night out, and contribute to your retirement.