Financial Planning

 

 

Welcome to my Web site where you'll find a wealth of  information in the form of newsletter articles, calculators, and  research reports.

 

Today's investment climate, while challenging, still offers opportunities. My goal is to help clients take advantage of those opportunities by providing them with three key tools:

 

  • A clear understanding of their financial goals & values
  • A well-defined roadmap for achieving those goals as well as an understanding of investments that may achieve them.
  • Ongoing advice to adjust roadmaps as needs change

My services include retirement and income planning, as well as sustainable investment strategies. I specialize in helping clients develop a comprehensive financial plan that fits their unique needs and enables them to meet both short- and long- term objectives.

Success in life is not measured in dollars and cents alone. My objective is to enhance the overall quality of your life by reducing  the complexity, time and stress associated with the investing process.

If you have any questions, please call us at (206) 441-6884 or email us at BarbaraBoren.com. We will be happy to help. We look forward to talking with you.
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

More Calculators →

Newsletters

A Simple Conversion

It has never been easier to convert all or part of an employer-sponsored retirement plan to a Roth IRA.

Adding Stability in Volatile Times

One strategy that can add growth potential to a portfolio, without assuming many of the risks associated with the financial markets, involves purchasing an annuity contract from an insurance company.

Beat the Big Three What Ifs

Taxes, inflation, and medical costs — among other factors — could have an unanticipated effect on your retirement. There may be little you can do to combat them once you are no longer working.

Doing Fine in '09?

Considering the market volatility over the past few months, will we see an improvement in 2009 economic conditions?

More Newsletters →