Cascadia Wealth Management 

 "Financial Solutions for Your Lifetime"

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this web site to help you gain a better understanding of the financial concepts behind investing, retirement planning, estate planning, wealth preservation and insurance. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.  

Cascadia Wealth Management was founded with the goal of assisting you in every aspect of your finances, both personal and business related.  Our team includes investment professionals and strategic relationships with attorneys and CPAs, all with expertise in specific fields relevant to your circumstances.  As independent professionals, we at Cascadia are dedicated to putting your needs first, without concern for any corporate agenda.  We also understand that you have unique goals.  Our role is to help you make well-informed financial decisions in light of those goals.

 

Weekly Market Updates!

 Monthly Market Review!

Is Buy and Hold Dead in the New Age of Investing?

How to Rollover a 401(k) into an IRA

 Need To Save For College? Learn More About 529 Plans

   Long Term Care (LTC) Education & Planning

  Learn About Income Annuities

 
Calculators

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

More Calculators →

Newsletters

Is Your Business Ready for a Structure Change

Periodically, business owners may want to reconsider whether their current business structure is meeting the needs of their companies. For business owners seeking to expand their operations and reduce their exposure to risk, a popular entity has been the limited liability company. This article describes some additional benefits associated with LLCs.

Put It in Writing

A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

HOT TOPIC: Current Economic Conditions and the Prospect for Inflation

Inflation jumped up to 3.2% in April. That’s still below the 50-year average but it may be little consolation for anyone who has been to a gas station or a grocery store recently.

More Newsletters →