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.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Here are five facts about Social Security that are important to keep in mind.
Even low inflation rates over an extended period of time can impact your finances in retirement.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Gain the confidence and ability to enjoy retirement the way it should be enjoyed.
Your FICO score matters more than you may realize.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator will help determine whether you should invest funds or pay down debt.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate your monthly and annual income from various IRA types.
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
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.
Taking your Social Security benefits at the right time may help maximize your benefit.
Smart investors take the time to separate emotion from fact.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A quick history of the Federal Reserve and overview of what it does.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”