Benjamin Waibel, MBA, CFP®, CLU®

BenjaminWaibel, MBA, CFP©, CLU©

245 SE 5th Avenue Hillsboro, OR 97123

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Taxing Social Security Benefits: Clearing the Confusion

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.
What Can You Learn from Your Tax Return?

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.
Is It Time to Declare Your Financial Independence?

Here are some ideas to help pursue a life of financial freedom.
Key Retirement and Tax Numbers for 2026

This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
Credit Card Debt

How Long Will It Take to Pay my Balance?
Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.