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Shawn O. Higley CPFA, CRPC, NQPA, CTFA, AIF

5150 S Landing Drive Suite 2B - 209
Portland, OR 97239

Phone:

503-747-8601

E-mail:

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Calculators

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Welcome to Higley Financial 

You’ve found a trusted resource — a coach, mentor, guide, and more importantly, a friend.
Please take full advantage of the tools, materials, and insights here. Everything is designed to educate, inform, and ultimately bring you clarity and comfort in complicated territory.

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Our goal is to help you understand the potential rewards, recognize the risks, and take a proactive approach to your situation.
Awareness leads to wellness. Complex concepts become manageable when you have a process, a plan, and someone walking the road with you. People don’t plan to fail — they fail to plan. And sometimes the reverse is true: people plan endlessly and never take action. Often, you have to “work on the car while it’s moving.” When you only have one vehicle — the one that gets you to work — repairs must happen carefully and in motion. Over time you’ll have more flexibility, but it starts with action, not fear.

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As the old Kung Fu Panda wisdom goes: “One often meets their destiny on the road they take to avoid it. Fear cannot be the baseline for your decisions. Ownership, effort, and doing the work create the understanding needed to move forward. I can’t do it for you, but I can certainly do it with you.

Our Two Core Messages

  1. There is tremendous value in working with a skilled fiduciary-minded professional.

  2. We bring that value to you, your spouse, your family, and your business as an educator, consultant, and partner.

Moving to a new state may have tax consequences that can follow you long after you settle in.

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As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.

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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Here are some of the key factors behind shifts in investor demand and the consequent increase in volatility.

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This calculator can help you estimate your annual federal income tax liability.

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Determine whether you should consider refinancing your mortgage.

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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