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.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Knowing your options when a CD matures can help you make a sound investment decision.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Healthy habits are one of the greatest gifts to give your child.
To choose a plan, it’s important to ask yourself four key questions.
Being healthy not only makes you feel good, it may also help you financially.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
If you died, what would happen to your email archives, social profiles and online accounts?
There are things you can do to keep yourself safe when you lose your wallet.
What if instead of buying that home, you invested that money?
Do you have causes that you want to support with donations? Here are three tips.
When do you need a will? The answer is easy: right now.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.