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.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Gaining a better understanding of municipal bonds makes more sense than ever.
It's important to understand the pros and cons when considering a prepaid debit card.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
One way to find money is to examine your current spending habits and eliminate money wasters.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
This calculator can help you estimate how much you may need to save for retirement.
Estimate your monthly and annual income from various IRA types.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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).
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
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
How will you weather the ups and downs of the business cycle?
The decision whether to buy or rent a home may have long-term implications.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Have you explored all of your choices when it comes to managing your taxable income?