We Are One Of Portland’s Leading Financial Planners
Today’s markets are turbulent and unpredictable, making a prudent financial plan an absolute necessity. But, did you know that today’s market climate offers many opportunities for investment?
Our mission is to help our clients chart a successful path through challenging markets by taking advantage of opportunities for growth while helping to preserve their assets. Our financial planning process is based on five key tools that we call Investing Simplified:
- A clear understanding of your financial and personal goals developed through ongoing conversations;
- A well-defined roadmap for achieving those goals based investment strategies;
- Ongoing advice to help adjust your roadmap when your needs change or market environments shift;
- Tax strategies to help you keep more of what you make, especially critical with today’s new tax laws;
- Estate planning to help your family minimize estate taxes and make sure your estate is handled the way you want.
Call for an Appointment today 800-749-5022
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Life insurance proceeds are generally tax-free. But not in all cases.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Five phases to changing unhealthy behaviors.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator will help determine whether you should invest funds or pay down debt.
Determine your potential long-term care needs and how long your current assets might last.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate your monthly and annual income from various IRA types.
This calculator demonstrates the power of compound interest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Women must be ready to spend, on average, more years in retirement than men.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Here’s a quick guide to checking to see if you have unclaimed money.
The decision whether to buy or rent a home may have long-term implications.
Around the country, attitudes about retirement are shifting.