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Lake Oswego, Oregon 97035
(503)207-4509
rachel.novak@westpacwealth.com

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Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help. 

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain insurance ideas—I can help you address your most pressing money questions.

My first priority is your overall financial success. I want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

My site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular financial concept or products. I'll get back to you quickly with a thoughtful answer.

 Financial Balance Video

 

Helpful Content

Insurance Needs Assessment: For Empty Nesters and Retirees

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Where Is the Market Headed?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Infographic: While You’re Still Covered

Infographic: While You’re Still Covered

Your healthcare coverage will change in retirement. Here are things you might do before your coverage switches.

 

Business Boosters: Holding on to Talent

No matter what business you’re in, once you start hiring employees, you get into the people business.

Ways to Turn Spending into Savings

Sometimes it can feel overwhelming. It seems like our financial needs outstrip our ability to meet them.

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

Couples and Money

Did you know money is a leading cause for break-ups and divorce among couples?

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

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