Benjamin Waibel, MBA, CFP®, CLU®

BenjaminWaibel, MBA, CFP©, CLU©

245 SE 5th Avenue Hillsboro, OR 97123

Phone:

Media Trends: Where Have All the Readers Gone?

The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.
Navigating Medicare Open Enrollment

The Medicare Open Enrollment period runs from October 15 to December 7 and allows various changes related to Original Medicare, Medicare Advantage, and Medicare Prescription Drug plans.
A Roadmap for Your Family

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

According to this year’s Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.
Home Affordability

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

This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.