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.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Second marriages are a trigger event to revisit any existing estate strategies.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
What can be learned from the savings rate?
Calculating your potential Social Security benefit is a three-step process.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to compare the future value of investments with different tax consequences.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Agent Jane Bond is on the case, cracking the code on bonds.
Understanding the cycle of investing may help you avoid easy pitfalls.
How does your ideal retirement differ from reality, and what can we do to better align the two?
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.