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.
Saving on Fitness Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
There are other ways to maximize Social Security benefits, in addition waiting to claim them.
To choose a plan, it’s important to ask yourself four key questions.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
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 some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Are you ready for retirement? Here are five words you should consider.
When do you need a will? The answer is easy: right now.
It's easy to let investments accumulate like the junk in a junk drawer.
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.
Three things to consider before dipping into retirement savings to pay for college.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.