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?
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
There’s a link between debt and stress.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Good employee health can be great for the company’s bottom line.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Even low inflation rates over an extended period of time can impact your finances in retirement.
A few strategies that may help you prepare for the cost of higher education.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator demonstrates the power of compound interest.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much of your Social Security benefit may be considered taxable.
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.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Here is a quick history of the Federal Reserve and an overview of what it does.
Women must be ready to spend, on average, more years in retirement than men.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Recent changes in estate tax laws could affect the strategy you have in place.