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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

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Pay Down Loan or Invest

Learn how to analyze whether to pay down a loan or invest extra funds instead.

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Transcript

Newsletters

  • Convertible Bonds Straddle the Line Between Fixed Income and Potential Growth

    A convertible bond is a regular corporate bond that comes with a special added feature: the investor has the right to convert it into shares of that company’s common stock.

  • Home Energy Rebates Could Save You Money

    The Inflation Reduction Act of 2022 included two provisions allowing rebates for home energy efficiency retrofit projects and home electrification and appliance projects.

  • Indexed Annuities: Potential for Growth with Some Downside Protection

    This article provides an overview of indexed annuities.

  • Just Your Average Millionaire

    The average net worth of U.S. families surpassed $1 million for the first time in 2022, but wealth levels vary greatly by age, housing status, education, and income.

More Newsletters »

Calculators

  • Federal Income Tax

    This calculator can help you estimate your annual federal income tax liability.

  • Cash Flow Analysis

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

  • Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

  • LTCI Cost of Waiting

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

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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