Your Local CPA and Financial Management Team
Welcome, we are Tax & Wealth Management, a CPA & Financial firm in Corvallis, OR. We believe that the integration of tax and wealth strategies provides an additional benefit to our clients. We can help take the mystery out of preparing for today and tomorrow. Our overall objective is to assist you, our clients, in understanding and taking personal control of overall and specific financial needs. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives. The intent is to function as a coach and advisor creating a team approach. Schedule an appointment today to get started.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Can you keep up with your children’s mobile slang?
Knowing your options when a CD matures can help you make a sound investment decision.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Do you have an estate strategy? You should.
A quick look at how federal income taxes work.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
There’s an alarming difference between perception and reality for current and future retirees.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
There are three things to consider before dipping into retirement savings to pay for college.
It’s never a bad time to speak with your financial advisor about changes in your situation.
All about how missing the best market days (or the worst!) might affect your portfolio.
If you died, what would happen to your email archives, social profiles and online accounts?