Marathon Wealth Management

Douglas K. Van Allen, CFP®

4522 SW Water Ave., Ste. 110
Portland, OR 97239
Phone: (503)445-9404
FAX: (503)445-9405

Email:
contactus@marathonwealth.com

Marathon Wealth Management
Where Wealth's Purpose Meets Life's Purpose

In practice for over 18 years, Doug Van Allen, CFP® specializes in advising individuals and small businesses on how to be effective in achieving their goals without taking undue risk. He enjoys educating his clients about investing, planning for the future and negotiating for the things they want in their lives.

Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.

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

Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.

More Calculators>>>

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.

Happy Birthdays?
The road to retirement winds through several birthdays that affect most Americans’ retirement benefits and tax circumstances.

Take It Year by Year
The Federal Reserve has been cutting interest rates fast and deep. Although not all consumer rates are directly affected by the cuts, they highlight turmoil in the credit markets, rising inflation, and the possibility of slower economic growth.

Managing Volatility with a Bond Ladder
One way to help manage interest-rate risk and cash flow from bonds is to construct a bond ladder.

More Newsletters>>>

December 04, 2008 @ 12:18 PM

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