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.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Second marriages are a trigger event to revisit any existing estate strategies.
If you find it hard to attain personal life goals, there’s an app for that!
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
How long does a $20 bill last?
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess whether you are running “in the black” or “in the red” each month.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help you estimate how much you should be saving for college.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
When do you need a will? The answer is easy: Right Now.
Have you found yourself suddenly single? Here are 3 steps to take right now.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
When should you take your Social Security benefit?
Here’s a quick guide to checking to see if you have unclaimed money.