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!

 Annual Market Review!

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

1031 DST - A Poweful Alternative for 1031 Exchanges

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

Savings Goals

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

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Car Affordability

How much can you afford to pay for a car?

Financial IQ Test

Take this quick quiz to find out your Financial IQ

More Calculators →

Newsletters

Fixed for Life

More than 40% of Americans ages 36 and older are at risk of running out of money in retirement, according to a retirement readiness study. In fact, almost one-third of people with upper-middle incomes and 13% with high incomes may not be able to pay for basic retirement expenses and uninsured health-care costs after two decades in retirement.

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

HOT TOPIC: Breaking Down the Debt-Ceiling Compromise

The Budget Control Act of 2011 raised the federal debt ceiling, mandated modest but significant caps on discretionary spending over the next ten years, and left the details of larger deficit reduction to a 12 member, bipartisan “super committee.” The main provisions of the law include the assumption that higher tax rates will return in 2013.

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

More Newsletters →