The House Tax Plan
Thimbleberry Financial Website and Phone Number:https://thimbleberryfinancial.com/(503) 610-6510The tax plan being debated in the US House of Represen...
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About
Financial planning is all about vision - what do you want for the rest of your life? Amy Walls of Thimbleberry Financial helps clients paint that picture every day. And it's what we will do in this podcast.
Stock Tender Offers
"A stock tender offer is a bid to purchase some or all of the shareholders' stock in a corporation." - InvestopediaIf you find yourself on the receivi...
End of Life Checklist
End of life planning is an intimidating, yet necessary, process. Amy Walls of Thimbleberry Financial thought of today's topic after seeing a friend re...
What's My Magic Retirement Number
You may have seen that commercial a few years ago - people were walking around with their "magic retirement number" above their heads. Well, it turns...
Best Practices for Inconsistent Income
People have inconsistent income for many different reasons - they could be self-employed, in sales, or receive bonuses or equity compensation. Ever r...
When The Client-Advisor Relationship Doesn't Work
Like any relationship, sometimes the dynamic between two parties simply doesn't work. This can be true in an advisor-client relationship as well.Toda...
6 Strategies of Optimistic Thinkers
Behavioral finance is an important part of financial planning. Today, Amy Walls of Thimbleberry Financial breaks down the 6 strategies of optimistic ...
The Income Danger Zone
The Income Danger Zone isn't something you're going to find on a big bank's website or on Google, but it's a term that Amy Walls has come up with in h...
Talking To Your Spouse About Money
Talking to your spouse or partner about money is often difficult. Today, Amy Walls from Thimbleberry Financial breaks down why this is, and how to ta...
Tax Efficient Investing
When investing in a brokerage account, as with any investment, it's important to be tax efficient. Why pay more taxes than you have to?Today, Amy Wal...