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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Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Saving for College 101
Here’s a crash course on saving for college.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Five strategies for managing your student debt.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate your monthly and annual income from various IRA types.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
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 presentation about managing money: using it, saving it, and even getting credit.
$1 million in a diversified portfolio could help finance part of your retirement.
There are three things to consider before dipping into retirement savings to pay for college.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Even low inflation rates can pose a threat to investment returns.
If you died, what would happen to your email archives, social profiles and online accounts?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.