Irish & Charuhas Wealth Management

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Before you switch jobs or retire, make sure you check the terms of your company’s 401(k) plan first!
10/07/2024

Before you switch jobs or retire, make sure you check the terms of your company’s 401(k) plan first!

If you leave before you’re vested in your 401(k), you may lose the employer match.

Check fraud is on the rise. Make sure you protect yourself when writing checks.
09/30/2024

Check fraud is on the rise. Make sure you protect yourself when writing checks.

Fraudsters have found clever ways to alter the names and amounts on checks you've written. Use these simple steps to prevent them from taking your money.

With a rate cut likely on the horizon, it’s important to put your funds in more than just bonds and high-yield savings a...
09/23/2024

With a rate cut likely on the horizon, it’s important to put your funds in more than just bonds and high-yield savings accounts. Reach out if you need help finding other income solutions!

Check out some of these investing ideas ahead of potential interest rate changes.

Even though women often handle the bulk of their family’s finances, it can still be difficult for them to find confidenc...
09/16/2024

Even though women often handle the bulk of their family’s finances, it can still be difficult for them to find confidence when investing. Let us help you break into the investment world.

Data from more than 7,800 women show ongoing insecurities in handling investments, but lack of representation holds many back from working with advisors

It’s never too late to start investing. While you may not invest in the next Microsoft, looking at how stocks have grown...
09/02/2024

It’s never too late to start investing. While you may not invest in the next Microsoft, looking at how stocks have grown over time can show the power of long-term investment planning.

Microsoft has been an astounding buy-and-hold bet for ages.

If you’re planning your future solo, you may not have anyone to point out potential flaws in your plan and your resource...
08/26/2024

If you’re planning your future solo, you may not have anyone to point out potential flaws in your plan and your resources may be limited. Working with an advisor can help you make your financial plans stronger and help you work towards achieving your goals.

Once the problems are identified, they then solve those problems, with a focus on their client's wants, needs, values and short- and long-term goals.

Having an estate plan in place can help protect your family from additional stress or grief later on. If you need help e...
08/19/2024

Having an estate plan in place can help protect your family from additional stress or grief later on. If you need help establishing an estate plan, give us a call.

Estate planning is all about taking charge of your legacy.

It’s not a good idea to use your home’s equity as a substitute for retirement savings. If you need help building up a re...
08/12/2024

It’s not a good idea to use your home’s equity as a substitute for retirement savings. If you need help building up a retirement fund, give us a call.

It's important to save enough money for retirement. Find out why you shouldn't consider home equity a substitute for retirement savings.

One of the best ways to help protect your investments is by ensuring your portfolio is well-rounded. However, this is ea...
07/29/2024

One of the best ways to help protect your investments is by ensuring your portfolio is well-rounded. However, this is easier said than done. If you need help diversifying, contact us.

What are defensive stocks? They are a worthy addition to any well-rounded portfolio. Here, we look at what they are and how to find the top picks for you.

When high-profile companies split their stocks, it makes shares easier for smaller investors to trade, and that can affe...
07/22/2024

When high-profile companies split their stocks, it makes shares easier for smaller investors to trade, and that can affect others who have holdings in the company.

A stock split can indicate that a company is healthy – but don't fall for the hype.

When teaching kids about finance, it can be hard to know what’s most important for them to learn. Here’s 4 vital lessons...
07/15/2024

When teaching kids about finance, it can be hard to know what’s most important for them to learn. Here’s 4 vital lessons your kids should know.

There's never a wrong time to learn about personal finance. However, getting an early education in managing money can only make life easier and prime young people for future success. Read More: Mark...

The cost of home ownership doesn’t stop at your mortgage. Do you have these hidden costs built into your budget?
07/08/2024

The cost of home ownership doesn’t stop at your mortgage. Do you have these hidden costs built into your budget?

If you don't plan for these hidden costs of homeownership when buying a home, you could be stuck paying more than you can afford.

Address

700 NE Multnomah, Suite 810
Portland, OR
97232

Telephone

+15032386036

Website

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