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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A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
There are four very good reasons to start investing. Do you know what they are?
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
For homeowners who think their property taxes are too high, there are ways to appeal.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Use this calculator to compare the future value of investments with different tax consequences.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your capital gains tax.
Assess whether you are running “in the black” or “in the red” each month.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Women must be ready to spend, on average, more years in retirement than men.
If you died, what would happen to your email archives, social profiles and online accounts?
Investors seeking world investments can choose between global and international funds. What's the difference?
It's easy to let investments accumulate like old receipts in a junk drawer.