Understanding Today’s Financial Environment
We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (503) 603-0880.Click here to see our brochure!
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Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
What can be learned from the savings rate?
The item most homeowners forget on their home improvement project checklist is insurance.
Earnings season can move markets. What is it and why is it important?
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Life insurance proceeds are generally tax-free. But not in all cases.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Investors seeking world investments can choose between global and international funds. What's the difference?
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
How do the markets usually react to elections? Was the 2016 election any different?
The market is as unpredictable as the weather. We’d love to help you prepare.