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.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
How long does a $20 bill last?
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Even if you’re young and single, you should still consider protecting yourself.
The true cost of raising a child may be far more than you expect.
Beware of these traps that could upend your retirement.
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.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps estimate your federal estate tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
Assess how many days you'll work to pay your federal tax liability.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
A bucket plan can help you be better prepared for a comfortable retirement.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Are you ready for retirement? Here are five words you should consider.
Taking your Social Security benefits at the right time may help maximize your benefit.