Benjamin Waibel, MBA, CFP®, CLU®

245 SE 5th Avenue Hillsboro, OR 97123

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Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.
HOT TOPIC: The Social Security Fairness Act Increases Benefits for Millions

This article explains what will be changing and who can expect to receive higher Social Security benefits due to the Social Security Fairness Act.
Thinking of Selling Your Home? Don’t Be Surprised by Capital Gains Taxes

This article explains the basics of capital gains taxes when selling a home.
Home Energy Rebates Could Save You Money

The Inflation Reduction Act of 2022 included two provisions allowing rebates for home energy efficiency retrofit projects and home electrification and appliance projects.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?
Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.
Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.
Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.