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.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Retirees traveling abroad need to know that their health insurance travels with them.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
An inside look at how marginal income tax brackets work.
There are ways to improve your physical fitness without denting your fiscal fitness.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator helps estimate your federal estate tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
There are some smart strategies that may help you pursue your investment objectives
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
Smart investors take the time to separate emotion from fact.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Learn how to harness the power of compound interest for your investments.
Are you ready for retirement? Here are five words you should consider.
Investors seeking world investments can choose between global and international funds. What's the difference?
A bucket plan can help you be better prepared for a comfortable retirement.