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.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
A collection of tips from professional travelers.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
For some, the social impact of investing is just as important as the return, perhaps more important.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
There are a number of ways to withdraw money from a qualified retirement plan.
Here’s a crash course on saving for college.
All about how missing the best market days (or the worst!) might affect your portfolio.
Agent Jane Bond is on the case, cracking the code on bonds.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
The decision whether to buy or rent a home may have long-term implications.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?