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.
When Do You Need a Will?
When do you need a will? The answer is easy: right now.
Social Media: #Newest Business Liability Risk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
How long does a $20 bill last?
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
There’s a link between debt and stress.
Use this calculator to compare the future value of investments with different tax consequences.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you may need to save for retirement.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
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
Pundits say a lot of things about the markets. Let's see if you can keep up.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Agent Jane Bond is on the case, covering how bond laddering works.
A quick history of the Federal Reserve and overview of what it does.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.