Understanding Today’s Financial Environment
Welcome! I’m James Kuxhaus, a Wealth Advisor and CERTIFIED FINANCIAL PLANNERTM professional in Salem, Oregon. We at Directions Wealth understand that individuals face unique challenges as they prepare for retirement. Our professionals have many years of experience in financial services and can help take the mystery out of preparing for today and tomorrow.
Whether your goal is saving for retirement, college, an estate strategy or other goals, our personalized service focuses on your needs, wants, and financial goals and objectives. We look forward to working with you through all stages of your life. Please email or call us at 503-364-9358 to schedule a complimentary visit to determine whether we are the right fit for you.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
The item most homeowners forget on their home improvement project checklist is insurance.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Technology tips to make your next trip even better.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Estimate how much you have the potential to earn during your working years.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator demonstrates the power of compound interest.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the total cost in today's dollars of various mortgage alternatives.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
What is your plan for health care during retirement?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Learn how to harness the power of compound interest for your investments.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.