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Benjamin Waibel, MBA, CFP®, CLU®
Benjamin Waibel, MBA, CFP®, CLU®
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Benjamin Waibel, MBA, CFP®, CLU®

245 SE 5th Avenue Hillsboro, OR 97123

Phone:

  • 503-693-7333

Fax:

  • 503-693-7333

E-mail:

  • bwaibel@sagepointadvisor.com

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Flipbooks

You can review interesting Flipbooks on my site.

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Getting Your Financial House in Order: Do I Really Need an Emergency Fund?

Learn why it’s important to have an emergency fund and how to build one.

More Videos »
Transcript

Newsletters

  • Eight Ideas for Smarter Holiday Shopping

    Whether shopping online or hitting the mall this holiday season, these tips might help save time and money.

  • Key Retirement and Tax Numbers for 2025

    This article outlines some important IRS cost-of-living adjustments for 2025.

  • Thinking of Selling Your Home? Don’t Be Surprised by Capital Gains Taxes

    This article explains the basics of capital gains taxes when selling a home.

  • It’s Complicated: Inheriting IRAs and Retirement Plans

    The SECURE Act of 2019 dramatically changed the rules governing how IRA and retirement plan assets are distributed to beneficiaries.

More Newsletters »

Calculators

  • Retirement Portfolio Lifespan

    How Long Will Your Funds Last?

  • Lease Payment

    How much would your monthly lease payment be?

  • College Funding

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

  • Taxable Equivalent Yield

    Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

More Calculators »

Osaic Wealth Form CRS

Securities and investment advisory services offered through Osaic Wealth, Inc. Financial Inc.,(Osaic Wealth, Inc.), member FINRA/SIPC. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.. Osaic Wealth, Inc. does not provide tax or legal advice.

This communication is strictly intended for individuals residing in the states of AK AR AZ CA CA CO HI ID IL MD NM NV NY OH OR UT VA WA WI. No offers may be made or accepted from any resident outside the specific state(s) referenced. 

Several links will take you out of the Osaic Wealth, Inc. Financial Website. These links are provided for your convenience only. Forest Hills Wealth Management is a marketing name for securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC and a Registered Investment Advisor.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck