FINANCIAL SOLUTIONS FOR YOUR LIFETIME™
Welcome! Cascadia Wealth Management is an association of independent wealth advisors with individual areas of focus and expertise, but who share a common “client first” set of values. To better serve our select clients, we share technology, administrative support, investment research, and planning expertise. You may be in the right place if you could benefit from the assistance of an experienced professional for your wealth planning and portfolio management needs.Find My Advisor
We feel that financial education is important for all our clients. When we visit with you, we will learn about your needs, goals, and preferences and will tailor our discussion to those areas that may be of greatest worth to you. Even so, you may benefit from exploring some of our videos, articles, and calculators.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Mastering Mobile Lingo
Can you keep up with your children’s mobile slang?
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
For some, the social impact of investing is just as important as the return, perhaps more important.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you should be saving for college.
Estimate how much you have the potential to earn during your working years.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
The average retirement lasts for 18 years. Are you prepared to fill that many days?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
It's easy to let investments accumulate like old receipts in a junk drawer.
Investors seeking world investments can choose between global and international funds. What's the difference?
What is your plan for health care during retirement?