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.
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Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Understanding how capital gains are taxed may help you refine your investment strategies.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
To choose a plan, it’s important to ask yourself four key questions.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
You’ve made investments your whole life. Work with us to help make the most of them.
Smart investors take the time to separate emotion from fact.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Taking your Social Security benefits at the right time may help maximize your benefit.
Recent changes in estate tax laws could affect the strategy you have in place.
Pundits say a lot of things about the markets. Let's see if you can keep up.