Resources

Client Tools

Market volatility

Income effects on Medicare premiums & related tax tips

Social Security basics & benefits estimator


Calculators

Investment Goal calculator

Use this calculator to see if your investment plan is on track to meet your investment goals - and receive suggestions on how to change it if you are falling short.

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Investment Savings & Distributions calculator

Use this calculator to see how long your investment savings can last once you begin taking distributions.

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1040 Tax Return calculator

Enter your filing status, income, deductions and credits and we will estimate your total tax. Based on your projected tax withholding for the year, we can also estimate your tax refund or amount you may owe the IRS next April.

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Roth IRA Conversion calculator

This calculator will show the advantage, if any, of converting your IRA to a Roth.

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Required Minimum Distribution (RMD) calculator

Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account. This financial calculator will also look at potential future year's distribution requirements.

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Enhanced Loan calculator

Use the slider controls to instantly change your monthly payment, loan amount, interest rate or term.

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Life Insurance calculator

Find out how much life insurance you really need!

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Health Savings Account (HSA) Calculator

Use this calculator to help you determine how much your Health Savings Account (HSA) will be worth over time.

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Long-Term Care Required Savings calculator

Use this calculator to see what it might take to save, or self-fund, your long-term care needs.

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Mortage Calculator´╗┐

Use this calculator to determine your monthly payment and generate an estimated amortization schedule.

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Giving Back

In partnership with our clients, we aspire to put our values in action, through volunteerism and community involvement.

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Columbia River Financial Group, LLC is a registered investment adviser in the State of Washington and Oregon. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.