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.
Gifting of A Stronger Financial Future
Here’s a gift idea that can help create a stronger financial future for your child or grandchild.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
How long does a $20 bill last?
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
To choose a plan, it’s important to ask yourself four key questions.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Estimate your monthly and annual income from various IRA types.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you should be saving for college.
This calculator helps estimate your federal estate tax liability.
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.
There are some smart strategies that may help you pursue your investment objectives
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.
Recent changes in estate tax laws could affect the strategy you have in place.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Investors seeking world investments can choose between global and international funds. What's the difference?
It’s never a bad time to speak with your financial advisor about changes in your situation.
Pundits say a lot of things about the markets. Let's see if you can keep up.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.