Understanding Today's Financial Environment
Welcome, we're Broad River, a financial organization in Portland, OR. 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 your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Marriage changes everything, including your insurance needs.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Five phases to changing unhealthy behaviors.
A quick look at how federal income taxes work.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator may help you estimate how long funds may last given regular withdrawals.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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.
There are some smart strategies that may help you pursue your investment objectives
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.
There are hundreds of ETFs available. Should you invest in them?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Recent changes in estate tax laws could affect the strategy you have in place.
When do you need a will? The answer is easy: right now.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?