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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

Flipbooks

You can review interesting Flipbooks on my site.

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What Is Socially Responsible Investing?

Socially responsible investing lets people put their money into companies that align with their personal values.

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Transcript

Newsletters

  • Investor, Know Thyself: How Your Biases Can Affect Investment Decisions

    While traditional economic models assume that people make rational decisions, most humans don’t think like robots. This article summarizes some common biases that can influence financial decisions.

  • Playing Fair: New Consumer Protections for Airline Passengers

    Thanks to a new federal law and rules issued by the U.S. Department of Transportation, airline passengers could have extra consumer protections.

  • Retroactive Social Security Benefits: A Chance to Turn Back Time

    Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

  • Consumer Sentiment: Do Americans See Brighter Days Ahead?

    Why do policymakers pay attention to how consumers are feeling, and what’s behind Americans’ lack of confidence?

More Newsletters »

Calculators

  • Lifetime Earnings

    This calculator is designed to help you attach a dollar figure to your life’s work.

  • IRA Eligibility

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

  • Retirement Portfolio Lifespan

    How Long Will Your Funds Last?

  • Required Minimum Distributions

    Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.

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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