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Broad River - Portland, OR

11850 SW 67th Avenue #100, Portland, OR 97223

(503) 207-4550

 
Brexit Strategy Surprises Extended Care: A Patchwork of Possibilities When Special Care Is Needed: The Special Needs Trust

Helping Individuals

We can help take some of the mystery out of preparing for your financial future.

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Business Planning

We offer insight and information for employers and employees.

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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.

Helpful Content

Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

All Under One Roof

All Under One Roof

Consolidating your assets onto one platform can reap multiple benefits.

Uncommon Knowledge for Your Life

Uncommon Knowledge for Your Life

See how The Living Balance Sheet® can help you tell financial fact from fiction, so you can achieve financial balance.

 

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

Looking to Improve Your Financial Future?

Consolidating financial accounts onto one platform can help you spell out a clearer financial future.

Tips to Prevent the #1 Cause of Marital Rift

Couples may be able to head off many of the problems in a marriage that money can cause.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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The Real Cost of a Vacation Home

What if instead of buying that home, you invested that money?

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Interest Rates: How Low Can They Go?

The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

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