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Financial Strategies for Life

You worked hard and saved for the future. Retirement should be a time to relax and enjoy the lifestyle you've been working toward.

But, you may have big questions about reaching that retirement, such as:

  • "How much do I need to save?"
  • "Where should I save it?"
  • "How will I know when I have enough?"
  • "Will I run out of money after I retire?"

Don't face these retirement challenges alone.

Welcome to Wiora Retirement Strategies

Wiora Retirement Strategies is Portland's retirement consulting company. From consultations about your personal retirement needs, to assessing the fit of your business retirement plan, to providing fiduciary support for your business qualified retirement plans, we may be the partner you're looking for.

We provide a complimentary introductory meeting to review your situation and help us determine if working together makes sense. Often, this meeting will give you new insight into your options.

Let us be the first place you call for help. Contact us today for more information!

Financial Planning

We've developed a 4-step process that will help you:

  • Balance your current lifestyle with your dreams for the future
  • Identify your needs, wants, and the timeframes for achieving them
  • Determine how much to save, where to save it, and the pros and cons of these choices 

Monthly Spotlight

What do you need to focus on? There is so much information out on the “superhighway,” it’s hard to figure out what’s important for you to know and who to believe. The Monthly Spotlight highlights easy-to-understand info about topics affecting your lifestyle choices today.

This month: 2019 Economic Themes      

Retirement

Retirement is a very personal decision. At WRS we specialize in teaming up with you to plan your unique retirement goals. Through this process, we’ll help you determine:

  • When you could retire
  • What you want your financial situation and lifestyle to be during retirement  
  • How your current decisions might affect your retirement

Mapping Your Future

There are many financial decisions you might make at various times of your life. Unfortunately there is no clear road map that everyone can follow—we all need to find a balance between living for today and saving for the future. Included here are easy-to-use tools to help you with:

  • Paying off student, credit card, or other types of debt
  • Buying a house or renting
  • Navigating the financial pitfalls of starting a business 

Market Summary




Upcoming Events

DateEvent
Jan-Feb
Check out our Monthly Spotlight on Economic Themes for 2019.
April 15
Last day to file income taxes or file for an extension.

IRA and Roth IRA contributions must be made prior to filing your income taxes.