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.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Retirees traveling abroad need to know that their health insurance travels with them.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Building wealth requires protection from the forces of wealth destruction.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine your potential long-term care needs and how long your current assets might last.
This calculator demonstrates the power of compound interest.
Assess how many days you'll work to pay your federal tax liability.
This questionnaire will help determine your tolerance for investment risk.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Making the most of surprises is a great reason to work with us.
Investors seeking world investments can choose between global and international funds. What's the difference?
How will you weather the ups and downs of the business cycle?
There are hundreds of ETFs available. Should you invest in them?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.