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.
Women and Retirement
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Discover the benefits whole life can provide during your different life stages.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Five creative (and inexpensive) ideas for motivating your employees.
Estimate your monthly and annual income from various IRA types.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator may help you estimate how long funds may last given regular withdrawals.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Making the most of surprises is a great reason to work with us.
Recent changes in estate tax laws could affect the strategy you have in place.
A quick history of the Federal Reserve and overview of what it does.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
A special needs trust helps care for a special needs child when you’re gone.
A bucket plan can help you be better prepared for a comfortable retirement.