Benjamin Waibel, MBA, CFP®, CLU®

BenjaminWaibel, MBA, CFP©, CLU©

245 SE 5th Avenue Hillsboro, OR 97123

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HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.
Q&A on RMDs

Here are answers to some key questions about required minimum distributions.
Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.
Keeping Cool in Volatile Markets

Overreacting to market movements or trying to “time the market” by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Savings Accumulation

Estimate the future value of your current savings.
Life Expectancy

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

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.