Your Trusted Advisors for Financial Solutions-Today and Tomorrow
At Oregon Pacific Financial Advisors, Inc. (OPFA) we serve both individuals and businesses with a variety of financial services, including personalized and comprehensive financial plans, retirement planning, investment management, risk management and estate planning.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
What’s the deal with your yearly free credit report?
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Five strategies for managing your student debt.
Second marriages are a trigger event to revisit any existing estate strategies.
To choose a plan, it’s important to ask yourself four key questions.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Learn how to harness the power of compound interest for your investments.
Smart investors take the time to separate emotion from fact.
Here is a quick history of the Federal Reserve and an overview of what it does.
Would you guess that Millennials are effectively saving for retirement? Well, they are.