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 Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
Raise Your Retirement Income
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Couples may be able to head off many of the problems in a marriage that money can cause.
Taking regular, periodic withdrawals during retirement can be quite problematic.
What kind of auto insurance should you have? Do you know?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
A quick look at how federal income taxes work.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate your monthly and annual income from various IRA types.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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 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 a number of ways to withdraw money from a qualified retirement plan.
If you died, what would happen to your email archives, social profiles and online accounts?
Learn how to harness the power of compound interest for your investments.
What if instead of buying that home, you invested that money?
Are you ready for retirement? Here are five words you should consider.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.