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.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Five strategies for managing your student debt.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
To choose a plan, it’s important to ask yourself four key questions.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
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.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
Learn how to harness the power of compound interest for your investments.
What are your options for investing in emerging markets?
There are hundreds of ETFs available. Should you invest in them?
How will you weather the ups and downs of the business cycle?