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.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
The Real Cost of a Vacation Home
What if instead of buying that home, you invested that money?
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
To choose a plan, it’s important to ask yourself four key questions.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Ascertaining the value of your business is important for a variety of reasons.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the financial impact of leasing versus buying an automobile.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Recent changes in estate tax laws could affect the strategy you have in place.
There are hundreds of ETFs available. Should you invest in them?
It's easy to let investments accumulate like the junk in a junk drawer.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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.