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.
Financial Strategies in a Post-DOMA World
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
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?
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
To choose a plan, it’s important to ask yourself four key questions.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator helps estimate your federal estate tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
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.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
There are things you can do to keep yourself safe when you lose your wallet.
Investors seeking world investments can choose between global and international funds. What's the difference?
What if instead of buying that home, you invested that money?
There are hundreds of ETFs available. Should you invest in them?