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.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
It's important to make sure your retirement strategy anticipates health-care expenses.
Knowing your options when a CD matures can help you make a sound investment decision.
Second marriages are a trigger event to revisit any existing estate strategies.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Investors who put off important investment decisions may face potential consequence to their future financial security.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the total cost in today's dollars of various mortgage alternatives.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Are you ready for retirement? Here are five words you should consider.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Learn how to harness the power of compound interest for your investments.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Making the most of surprises is a great reason to work with us.
Here is a quick history of the Federal Reserve and an overview of what it does.