Boren Financial

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. 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

Making Moves to the Money Market

Money market funds are mutual funds that invest solely in cash-equivalent assets that are categorized as low-risk, low-return investments.

Investor Emotions and Where to Find Them

Anyone who has watched the stock market for any length of time knows it is subject to two key investor emotions: greed and fear.

Keeping Up with College Costs

The cost of a college education continues to rise rapidly, reaching new highs along the way. This worksheet can help you prepare for these mounting costs.

HOT TOPIC: What You Don't Know About Life Insurance

The common perception is that life insurance is primarily needed to help protect young families in the event that a major wage earner dies before the children are grown. The reality is that far more people either need or could benefit from owning the appropriate life insurance policy.

More Newsletters →