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.
The New Red Scare: Chinese Ownership of U.S. Debt
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Here are five facts about Social Security that are important to keep in mind.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps estimate your federal estate tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Understanding the cycle of investing may help you avoid easy pitfalls.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
What does your home really cost?
Agent Jane Bond is on the case, infiltrating the world of bonds.
Learn how to harness the power of compound interest for your investments.
When do you need a will? The answer is easy: right now.