Chuck Jones & Associates, Inc.

Recent News

Stepping in financially for an older relative at a time of need.

When doing your own taxes makes sense… and when it doesn’t.

All Things Financial Volume 16 No. 3 By Charles P. Jones, CFP® Tax deadline is April 15, so if you haven’t begun gathering your annual tax records it’s time to do so. Every year, however, people’s lives change—they buy and sell houses and move, they take new jobs, have kids, buy and sell stock. Those and dozens [...]

Managing Risk in Hired and Non-Owned Automobiles

All Things Financial Volume 16 No. 2 By Charles P. Jones, CFP® Some companies own large fleets of vehicles with drivers hired specifically to operate them. Many more have employees who operate their own personal vehicles on company business. Most companies have occasion to rent vehicles on a short-term basis. These activities can be as [...]

Upcoming event: Truth & Consequences, Financial Planning Seminar, March 4th, 2010

Chuck Jones, CFP® & Jill Smart, Financial Advisor, along with Estate & Tax Attorneys Jonathan Mishkin, LL.M & Sara Yen, LL.M will share true-life examples about the “what ifs” that really do happen when people decide to plan “someday”… and never quite get around to it. Attendees will receive both a complimentary (FREE) workbook & [...]

Truth & Consequences — upcoming event Feb 11, 6-8pm

Chuck Jones, CFP® & Jill Smart, Financial Advisor, along with Estate & Tax Attorneys Jonathan Mishkin, LL.M & Sara Yen, LL.M will share true-life examples about the “what ifs” that really do happen when people decide to plan “someday”… and never quite get around to it. Attendees will receive both a complimentary (FREE) workbook & [...]

How your personality affects your financial decision-making

All Things Financial Volume 16 No. 1 By Charles P. Jones, CFP® Happy New Year! All investors are not created equal. That’s why financial planners start their first client meetings with a discussion of money attitudes, goals and risk tolerance—the driver at the root of all investment decisions. Some planners do this by general conversation, others by detailed surveys [...]

Too Rich for a Roth? In 2010, that’s going to change.

All Things Financial Volume 15 No. 12 By Charles P. Jones, CFP® Happy Holidays! Next year, individuals with a modified adjusted gross income of more than $100,000 will be eligible to convert a traditional IRA to a Roth IRA. The IRS is offering taxpayers a three-year window in 2010 to pay taxes due on a conversion as part of [...]

Disaster Planning — prepare for the unexpected!

All Things Financial Volume 15 No. 11 By Charles P. Jones, CFP® You might think it can never happen to you, and maybe it won’t but — here is my personal example… a tornado in Oregon! Not likely… that is until Nov. 6th, 2009 at 9:39 PM in Lincoln City. I can personally testify that it happened. [...]

Chuck Jones, CFP® Oregon Small Business Champion of the Year first two-time winner

Passage of Small Business Bill of Rights made Portland civic leader the clear choice FOR IMMEDIATE RELEASE Contact: Daniel Markels (650) 394-4091, or Tony Malandra (415) 664-9685 SALEM, Ore., Nov. 19, 2009 – Oregon now has something a wide majority of states don’t: A Small Business Bill of Rights. No one is more responsible for that than Chuck [...]

Ten things you can do to immediately smash debt and spending

All Things Financial Vol. 15 No. 10 By Charles P. Jones, CFP® Any financial planning process begins with a change in financial behavior and expectations. The degree of change varies based on financial priorities, but in the end, it’s about adopting new habits and abandoning others. Before you take any of the following steps, it makes sense to talk [...]