Understanding Today’s Financial Environment
We understand that individuals face distinct 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) 446-5003.
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To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Being healthy not only makes you feel good, it may also help you financially.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Five strategies for managing your student debt.
In the face of divorce, making changes to insurance coverage may be overlooked.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
This calculator will help determine whether you should invest funds or pay down debt.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess how many days you'll work to pay your federal tax liability.
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.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Here’s a crash course on saving for college.
Understanding the cycle of investing may help you avoid easy pitfalls.
It’s never a bad time to speak with your financial advisor about changes in your situation.