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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The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
It's important to make sure your retirement strategy anticipates health-care expenses.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
This calculator can help you estimate how much you should be saving for college.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Do you have causes that you want to support with donations? Here are three tips.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
What if instead of buying that vacation home, you invested the money?
When do you need a will? The answer is easy: Right Now.
A bucket plan can help you be better prepared for a comfortable retirement.
Understanding the cycle of investing may help you avoid easy pitfalls.