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102 Liberty Street NE
Suite 140
Salem, OR 97301

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James A. Kuxhaus, CFP®

(503) 990-8002

 
The Latte Lie and Other Myths It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust

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.

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Do Your Kids Know The Value of a Silver Spoon?

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Term vs. Permanent Life Insurance

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

“Dirty Dozen” Tax Scams to Watch For

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

 

Creative Ways to Motivate Your Employees

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What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Estimate Your RMD

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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When do you need a will? The answer is easy: Right Now.

Should You Tap Retirement Savings to Fund College?

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Jane Bond: Decoding Diversification

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All about how missing the best market days (or the worst!) might affect your portfolio.

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