Skip to main content
BenjaminWaibel, MBA, CFP©, CLU©
BenjaminWaibel, MBA, CFP©, CLU©
  • Home
  • About Us
    • Our Firm
    • Bio
    • Tell A Friend
  • Services & Philosophy
  • Resources
    • Insights
    • Articles
    • Calculators
    • Flipbooks
    • Newsletters
    • Glossary
    • Tax Library
    • Videos
  • Account Access
    • Your Financial Plan
    • Osaic Accounts
    • Social Security
    • Oregon College Saving Plan
  • Contact Us
    • Newsletter Sign Up

BenjaminWaibel, MBA, CFP©, CLU©

245 SE 5th Avenue Hillsboro, OR 97123

Phone:

  • 503-693-7333

Fax:

  • 503-693-7333

E-mail:

  • bwaibel@osaicwealth.com

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Contact Us

Please feel free to contact us with any questions.

Contact Us

Calculators

You can review interesting calculators on my site.

View Calculators

Taking a Financial Inventory

A financial inventory can be done by anyone at any time. It's a good step to getting your financial house in order.

More Videos »
Transcript

Newsletters

  • HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act

    This article looks at the Fed’s dilemma in setting monetary policy to address slowing employment with rising inflation, and the potential effects of lower rates on businesses and consumers.

  • Three Ways to Help Build Financial Resilience

    Here are some steps to help handle challenging times and potentially emerge even stronger.

  • Closed-End Funds May Offer Higher Income

    Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

  • Online Shopping in the Tariff Era

    Even small online purchases that are shipped from outside the United States must now pass through customs — and are likely to incur duties.

More Newsletters »

Calculators

  • Home Affordability

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

  • Required Minimum Distributions

    Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.

  • Life Expectancy

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

  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.

More Calculators »

Osaic Wealth Form CRS

Securities and investment advisory services offered through Osaic Wealth, Inc. Financial Inc.,(Osaic Wealth, Inc.), member FINRA/SIPC. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.. Osaic Wealth, Inc. does not provide tax or legal advice.

This communication is strictly intended for individuals residing in the states of AK AR AZ CA CA CO HI ID IL MD NM NV NY OH OR UT VA WA WI. No offers may be made or accepted from any resident outside the specific state(s) referenced. 

Several links will take you out of the Osaic Wealth, Inc. Financial Website. These links are provided for your convenience only. Forest Hills Wealth Management is a marketing name for securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC and a Registered Investment Advisor.

  • Site Map
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck