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.
Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
Raise Your Retirement Income
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
When considering life insurance, it's important to understand your options.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
How long does a $20 bill last?
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps estimate your federal estate tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
How federal estate taxes work, plus estate management documents and tactics.
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
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
A bucket plan can help you be better prepared for a comfortable retirement.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
There’s an alarming difference between perception and reality for current and future retirees.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
What does your home really cost?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?