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.
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.
Taxing Social Security Benefits: Clearing the Confusion

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.
Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

Life Insurance

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

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

Use this calculator to determine whether you qualify for the different types of IRAs.
LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.