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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The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
In the face of divorce, making changes to insurance coverage may be overlooked.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
A quick look at how federal income taxes work.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you should be saving for college.
Estimate how much you have the potential to earn during your working years.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
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.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
What if instead of buying that home, you invested that money?
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Even low inflation rates can pose a threat to investment returns.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.