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.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Your credit score may influence how much you pay for auto and home insurance.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps estimate your federal estate tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to assess the potential benefits of a home mortgage deduction.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
How do the markets usually react to elections? Was the 2016 election any different?
All about how missing the best market days (or the worst!) might affect your portfolio.
Here’s a crash course on saving for college.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Making the most of surprises is a great reason to work with us.
That big list of dreams and goals isn't the only way to look at your bucket list.