Benjamin Waibel, MBA, CFP®, CLU®

BenjaminWaibel, MBA, CFP©, CLU©

245 SE 5th Avenue Hillsboro, OR 97123

Phone:

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.
Fine-Tuning with Sector Funds

The stocks in the S&P 500 are classified by 11 sectors, each of which responds differently to market conditions.
Don’t Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.
Voluntourism: A Vacation That Makes a Difference

A volunteer vacation offers an opportunity to give back, meet new people who share common interests, and become immersed in a different culture.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Car Affordability

How much can you afford to pay for a car?
Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.
College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.