Benjamin Waibel, MBA, CFP®, CLU®

BenjaminWaibel, MBA, CFP©, CLU©

245 SE 5th Avenue Hillsboro, OR 97123

Phone:

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.
Are You Prepared for the High Cost of Dying?

End-of-life care and the death of a loved one not only carry an emotional price tag, but they often impose a substantial financial strain on families.
Location, Location, Location: The Premium Parents Pay for Top Schools

Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.
No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup

Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Home Affordability

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

How much will it cost to pay off a loan over its lifetime?
Credit Card Debt

How Long Will It Take to Pay my Balance?