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.
Around the country, attitudes about retirement are shifting.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Understanding how a stock works is key to understanding your investments.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Is your estate in order? This short quiz may help you assess your overall strategy.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate your monthly and annual income from various IRA types.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn how to harness the power of compound interest for your investments.
What are your options for investing in emerging markets?
Taking your Social Security benefits at the right time may help maximize your benefit.
Here is a quick history of the Federal Reserve and an overview of what it does.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
There’s an alarming difference between perception and reality for current and future retirees.