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.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
A letter of instruction provides additional and more personal information regarding your estate.
Here’s a guide to explain all the parts of Medicare.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
However exciting retiring abroad may sound, it deserves considerable planning.
Use this calculator to compare the future value of investments with different tax consequences.
Assess whether you are running “in the black” or “in the red” each month.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator will help determine whether you should invest funds or pay down debt.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
It’s never a bad time to speak with your financial professional about changes in your situation.
All about how missing the best market days (or the worst!) might affect your portfolio.
That big list of dreams and goals isn't the only way to look at your bucket list.