Each season of life presents its own unique opportunities and challenges. At Seasons Financial Group, we work with you to create a personalized financial strategy based on your current needs and in alignment with your short and long term objectives.
When you partner with us you gain:
- Knowledge of options tailored to your specific financial situation and future goals
- Connections to a network of professionals (accountants, attorneys and tax advisors) when additional experience is needed
- A partner to help you navigate through the many complex financial decisions you face as you go through the various seasons of life
- Unbiased advice and support from a financial advisor committed to guiding you toward long term financial well-being
With our experience and know-how we are able to provide a comprehensive array of services including: investment management, retirement planning, charitable giving strategies and estate planning.
By building a lasting, personal relationship with each client, we are able to help you anticipate and plan for each season of your life.
To learn more about Seasons Financial Group and the services we provide, please contact us at 503.723.1494.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Being healthy not only makes you feel good, it may also help you financially.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Apps that help small business owners better manage and grow their business.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much you have the potential to earn during your working years.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine if you are eligible to contribute to a traditional or Roth IRA.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
Making the most of surprises is a great reason to work with us.
Here’s a crash course on saving for college.
You’ve made investments your whole life. Work with us to help make the most of them.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Are you ready for retirement? Here are five words you should consider.