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.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
At what point can you call a personal vehicle commercial?
Here are some simple and inexpensive energy-saving tips that may help you save money.
This calculator can help you estimate how much you may need to save for retirement.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to better see the potential impact of compound interest on an asset.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There’s been a lot of talk about Tax Reform. What might it look like?
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.
Women must be ready to spend, on average, more years in retirement than men.
Understanding the cycle of investing may help you avoid easy pitfalls.
Are you ready for retirement? Here are five words you should consider.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.