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.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Do you know where the idea of “retirement” comes from?
It's important to understand how inflation is reported and how it can affect investments.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Being healthy not only makes you feel good, it may also help you financially.
Four vacation destinations you might never have thought of.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This questionnaire will help determine your tolerance for investment risk.
Assess whether you are running “in the black” or “in the red” each month.
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.
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
The chances of needing long-term care, its cost, and strategies for covering that cost.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
How will you weather the ups and downs of the business cycle?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Smart investors take the time to separate emotion from fact.
Here’s a crash course on saving for college.
Agent Jane Bond is on the case, cracking the code on bonds.