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 Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
The New Red Scare: Chinese Ownership of U.S. Debt
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Being healthy not only makes you feel good, it may also help you financially.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Purchasing homeowners insurance is critical for protecting your home.
Good employee health can be great for the company’s bottom line.
One way to find money is to examine your current spending habits and eliminate money wasters.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the financial impact of leasing versus buying an automobile.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
What are your options for investing in emerging markets?
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
Are Real Estate Investment Trusts right for your portfolio?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
$1 million in a diversified portfolio could help finance part of your retirement.