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.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
An increasing number have been developed to help individuals with their personal finances.
The true cost of raising a child may be far more than you expect.
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.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
However exciting retiring abroad may sound, it deserves considerable planning.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Estimate your monthly and annual income from various IRA types.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
There are some key concepts to understand when investing for retirement
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Have you explored all of your choices when it comes to managing your taxable income?
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.
$1 million in a diversified portfolio could help finance part of your retirement.
What if instead of buying that home, you invested that money?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.