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.
Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
Rightsizing for Retirement
What does your home really cost?
U.S. Personal Savings Rate
What can be learned from the savings rate?
Earnings season can move markets. What is it and why is it important?
Taking regular, periodic withdrawals during retirement can be quite problematic.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
It's important to understand the pros and cons when considering a prepaid debit card.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you may need to save for retirement.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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 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
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
$1 million in a diversified portfolio could help finance part of your retirement.
When do you need a will? The answer is easy: right now.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Recent changes in estate tax laws could affect the strategy you have in place.
Smart investors take the time to separate emotion from fact.