Understanding Today's Financial Environment
Welcome, I'm Trudy Langston, a financial professional in Milwaukie, OR. I understand that individuals face unique challenges as they prepare for retirement. I can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, my personalized service focuses on your needs, wants, and financial goals and objectives.
As a professional, I have years of experience in financial services. I can help you address your needs of today and for many years to come. I look forward to working with you through all stages of your life.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
For some, the social impact of investing is just as important as the return, perhaps more important.
A quick look at how federal income taxes work.
Do you have an estate strategy? You should.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps estimate your federal estate tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine if you are eligible to contribute to a traditional or Roth IRA.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Understanding the cycle of investing may help you avoid easy pitfalls.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Here are five facts about Social Security that might surprise you.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
You’ve made investments your whole life. Work with us to help make the most of them.
Are you ready for retirement? Here are five words you should consider.