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Insurance for Life and Long Term Care. Jane Bond: Infiltrating the Market. Agent Jane Bond is on the case, infiltrating the world of bonds. Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. 160;I’m James Kuxhaus. When Do You Need a Will?

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Insurance for Life and Long Term Care. Jane Bond: Infiltrating the Market. Agent Jane Bond is on the case, infiltrating the world of bonds. Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. 160;I’m James Kuxhaus. When Do You Need a Will?

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3 mission statement

4 our philosophy

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Home | James A. Kuxhaus, CFP® | directionswealth.com Reviews

https://directionswealth.com

Insurance for Life and Long Term Care. Jane Bond: Infiltrating the Market. Agent Jane Bond is on the case, infiltrating the world of bonds. Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. 160;I’m James Kuxhaus. When Do You Need a Will?

INTERNAL PAGES

directionswealth.com

1

Our Core Beliefs | James A. Kuxhaus, CFP®

http://www.directionswealth.com/p/philosophy

102 Liberty Street NE. Salem, OR 97301. James A. Kuxhaus, CFP. Insurance for Life and Long Term Care. We believe the primary risk of life in the 21st century will not be losing one’s money, but outliving it. Risk has changed, because life has changed. Our goal is to help our clients retire without compromising lifestyle, or without them having any real concern about outliving their income. We believe that stocks and bonds fluctuate, but the best investors look beyond short-term fluctuations. Inflation is...

2

Financial Planning

http://www.directionswealth.com/p/financial-planning

102 Liberty Street NE. Salem, OR 97301. James A. Kuxhaus, CFP. Insurance for Life and Long Term Care. The Financial Planning Process. These steps are taken directly from the CFP Board, the governing body for CFP. To develop a solid financial plan, it's important to cover all your bases. Here’s how:. Examine your current situation. From start to finish, a CFP. Professional will take you through the financial planning process to help you pursue your financial goals. ESTABLISH A RELATIONSHIP WITH A CFP.

3

Lifestyle | James A. Kuxhaus, CFP®

http://www.directionswealth.com/resource-center/lifestyle

102 Liberty Street NE. Salem, OR 97301. James A. Kuxhaus, CFP. Insurance for Life and Long Term Care. Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”. It’s never a bad time to speak with your financial advisor about changes in your situation. To Catch a Thief. The Finan...

4

Insurance

http://www.directionswealth.com/resource-center/insurance

102 Liberty Street NE. Salem, OR 97301. James A. Kuxhaus, CFP. Insurance for Life and Long Term Care. Insurance for Life and Long Term Care. Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance. The Other Sure Thing. What to Look for in a Long-Term Care Policy. Keep Your Umbrella Handy. How t...

5

Retirement

http://www.directionswealth.com/resource-center/retirement

102 Liberty Street NE. Salem, OR 97301. James A. Kuxhaus, CFP. Insurance for Life and Long Term Care. Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. Are you ready for retirement? Perception vs. Reality. Lifest...

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directionswealth.com

Home | James A. Kuxhaus, CFP®

Insurance for Life and Long Term Care. Jane Bond: Infiltrating the Market. Agent Jane Bond is on the case, infiltrating the world of bonds. Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. 160;I’m James Kuxhaus. When Do You Need a Will?

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