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.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
The History of Retirement
Do you know where the idea of “retirement” comes from?
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Understanding how a stock works is key to understanding your investments.
An inside look at how marginal income tax brackets work.
Even low inflation rates over an extended period of time can impact your finances in retirement.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the financial impact of leasing versus buying an automobile.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much of your Social Security benefit may be considered taxable.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to compare the future value of investments with different tax consequences.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
2018 could be shaping up to be an interesting year.
There are hundreds of ETFs available. Should you invest in them?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Estate conservation is too important to put off. Do you have a smart exit strategy?
With alternative investments, it’s critical to sort through the complexity.