Benjamin Waibel, MBA, CFP®, CLU®

BenjaminWaibel, MBA, CFP©, CLU©

245 SE 5th Avenue Hillsboro, OR 97123

Phone:

Medicare Open Enrollment: A Time for Choices

Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.
Media Trends: Where Have All the Readers Gone?

The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.
HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

According to this year’s Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.
HOT TOPIC: Trade Roundup: New Tariff Actions and Rates

This article explains newly implemented and upcoming tariffs and their potential economic impact.

Savings Accumulation

Estimate the future value of your current savings.
Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.