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.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Couples may be able to head off many of the problems in a marriage that money can cause.
The federal government requires deceased individuals to file a final income tax return.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Here are five facts about Social Security that are important to keep in mind.
There are ways to improve your physical fitness without denting your fiscal fitness.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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.
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.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
When markets shift, experienced investors stick to their strategy.
You’ve made investments your whole life. Work with us to help make the most of them.
For women, retirement strategy is a long race. It’s helpful to know the route.
It's easy to let investments accumulate like old receipts in a junk drawer.
When do you need a will? The answer is easy: Right Now.