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.
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?”
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Here are some simple and inexpensive energy-saving tips that may help you save money.
It may help your business be better prepared in the event of the death of a principal or key employee.
What’s the deal with your yearly free credit report?
It's important to understand the pros and cons when considering a prepaid debit card.
It sounds simple, but paying yourself first can really pay off.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
There are some smart strategies that may help you pursue your investment objectives
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 key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Are Real Estate Investment Trusts right for your portfolio?
Investors seeking world investments can choose between global and international funds. What's the difference?
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Even low inflation rates can pose a threat to investment returns.
Learn how to harness the power of compound interest for your investments.
Agent Jane Bond is on the case, covering how bond laddering works.