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 offers unprecedented opportunities. My mission is to help clients take advantage of those opportunities by providing them with three key tools:

1. A clear understanding of their financial goals

2. A well-defined roadmap for achieving those goals

3. Ongoing advice to adjust roadmaps as needs change

My services include both retirement and divorce 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

You’ve Sold It: What’s Next?

If you are a business owner who is considering selling your enterprise soon, you may be able to reap even greater rewards by doing a little prep work now.

Surviving the Estate Tax with Survivorship Life

People who never imagined they would have enough assets to trigger estate taxes could be in for a surprise. One way to help plan for this possibility is by purchasing a survivorship life insurance policy.

New Lease on Life

Can your risk-protection strategy benefit from a whole-life insurance policy?

Retirement, Boomer Style

As the baby boomers leave the workforce for retirement, the nation is facing a shortage of workers to take their places. This demographic shift is expected to affect not only Social Security and Medicare, but the U.S. economy, as well.

More Newsletters →