Integrity and Expertise
At Cascade Advisory Group we specialize in developing comprehensive wealth management plans including investment management, estate planning, retirement planning, and education planning. In addition, we coordinate with all the advisors who play a part in managing your wealth and estate.
We're a Proud Partner of:
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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.
A four-step framework for building a personal legacy.
Investors who put off important investment decisions may face potential consequence to their future financial security.
An increasing number have been developed to help individuals with their personal finances.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Six overlooked tax deductions to help manage your tax bill.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the financial impact of leasing versus buying an automobile.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn how to harness the power of compound interest for your investments.
The market is as unpredictable as the weather. We’d love to help you prepare.
It's easy to let investments accumulate like old receipts in a junk drawer.
A special needs trust helps care for a special needs child when you’re gone.
What is your plan for health care during retirement?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate