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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Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Here's a breakdown of how the federal government spends your tax money.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Even if you’re young and single, you should still consider protecting yourself.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your capital gains tax.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This questionnaire will help determine your tolerance for investment risk.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
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.
With alternative investments, it’s critical to sort through the complexity.
What is your plan for health care during retirement?
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Have you explored all your options when it comes to managing your taxable income?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.