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portlandfixedincome.com

Portland Fee Only Financial Planner – Retirement Planning

Fee Only financial advisor and CPA in Beaverton, Oregon. 24 years experience in investment management, tax planning, bond ladders, and retirement planning.

http://www.portlandfixedincome.com/

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PORTLAND FIXED INCOME SPECIALISTS

RUSSELL FRANCIS

13450 S●●●●●●●OOD ST.

BEA●●●TON , OREGON, 97008

UNITED STATES

1.50●●●●6116
RU●●@PDXFIS.COM

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PORTLAND FIXED INCOME SPECIALISTS

RUSSELL FRANCIS

13450 S●●●●●●●OOD ST.

BEA●●●TON , OREGON, 97008

UNITED STATES

1.50●●●●6116
RU●●@PDXFIS.COM

View this contact

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Fee Only financial advisor and CPA in Beaverton, Oregon. 24 years experience in investment management, tax planning, bond ladders, and retirement planning.
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Portland Fee Only Financial Planner – Retirement Planning | portlandfixedincome.com Reviews

https://portlandfixedincome.com

Fee Only financial advisor and CPA in Beaverton, Oregon. 24 years experience in investment management, tax planning, bond ladders, and retirement planning.

INTERNAL PAGES

portlandfixedincome.com portlandfixedincome.com
1

Client Tools - Portland Fixed income Specialists, LLC

http://portlandfixedincome.com/client-tools

Russell D. Francis CPA, CFP. Lynn J. Francis. Client Brochure (Form ADV Part 2). You can expect confidential communications with our secure file sharing portal using the highest level of encryption using Box.com Enterprise. Our cloud document management and file sharing uses the latest in technology and security. Access the portal by clicking on the icon. You can access your TD Ameritrade Institutional account by clicking on the icon. How income can affect your Social Security and Medicare benefits.

2

Income and your Social Security and Medicare benefits

http://portlandfixedincome.com/wages-income-can-affect-social-security-medicare-benefits

Russell D. Francis CPA, CFP. Lynn J. Francis. Client Brochure (Form ADV Part 2). How income can affect your Social Security and Medicare benefits. How income can affect your Social Security and Medicare benefits. December 19, 2013. Workers receiving Social Security benefits, and high income recipients who pay Medicare and prescription drug premiums, may be adversely affected by adjustments to their benefits. Social Security benefit adjustments. Medicare and prescription drug premium adjustments. If you h...

3

Portland Fee Only Financial Planner – Retirement Planning

http://portlandfixedincome.com/blog

Russell D. Francis CPA, CFP. Lynn J. Francis. Client Brochure (Form ADV Part 2). This is Our Blog. How income can affect your Social Security and Medicare benefits. December 19, 2013. Workers receiving Social Security benefits, and high income recipients who pay Medicare and prescription drug premiums, may be adversely affected by adjustments to their benefits…. Calculating Cost Basis for Bonds. December 5, 2013. Estate Planning – Ten Steps You Need to Take Now. November 19, 2013. November 10, 2013.

4

Video - Rising Interest Rates and Your Portfolio

http://portlandfixedincome.com/rising-interest-rates

Russell D. Francis CPA, CFP. Lynn J. Francis. Client Brochure (Form ADV Part 2). Rising Interest Rates and Your Portfolio. Rising Interest Rates and Your Portfolio. November 10, 2013. A CPA/PFS: Helping You Realize Your Financial Goals. How income can affect your Social Security and Medicare benefits. Calculating Cost Basis for Bonds. Download My Free Ebook. We’d love to hear from you. To set up an appointment at our home office, please call the number below or use the form on our Contact.

5

Video - CPA/PFS: Helping You Realize Your Financial Goals

http://portlandfixedincome.com/a-cpapfs-helping-you-realize-your-financial-goals

Russell D. Francis CPA, CFP. Lynn J. Francis. Client Brochure (Form ADV Part 2). A CPA/PFS: Helping You Realize Your Financial Goals. A CPA/PFS: Helping You Realize Your Financial Goals. November 9, 2013. Rising Interest Rates and Your Portfolio. How income can affect your Social Security and Medicare benefits. Calculating Cost Basis for Bonds. Download My Free Ebook. We’d love to hear from you. To set up an appointment at our home office, please call the number below or use the form on our Contact.

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Russell D. Francis CPA, CFP/PFS® | Beaverton, Oregon

http://portlandfinancialadvisorsnetwork.com/advisors/russell-francis-cpa-cfp

Why Choose a Local Firm? Jake Engle, CFP. Russell Francis, CPA, CFP. Will Kaplan, CFP. Patricia Passon, CFP. Andrew Jamison, CFP. Alan Nelson, CFP , EA. Andy Tilp, CFP. Troy Thompson, CFP. Beaverton, OR 97075. Russell D. Francis, CPA/PFS, CFP. Portland Fixed Income Specialists LLC. As a fee-only financial planning and investment manager, my goal is to bring the personal back into personal services. This means that I focus on helping YOU with your financial needs, not on selling products. And traveling in...

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Responsive websites created for Financial Advisors and CPAs

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What We Do For You. How to Get Started. Domain Names and Hosting. Check out our portfolio of financial advisor and CPA websites. Click on the image to view the full website. See how they respond on desktops, tablets and mobile phones. Portland Fixed Income Specialists, LLC. Tax and Financial Planning Tips. Portland Financial Advisors Network. Main Avenue Financial Services. Stephen Madeyski Financial Planning LLC. Bonds and Fixed Income. Trillium Valley Financial Planning. Get social with us:.

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Bonds and Fixed Income | Online Resources

http://bondsandfixedincome.com/resources

Bonds and Fixed Income. Why Invest in Bonds? Reducing Risk & Volatility. Introduction to Bond Taxation. Taxable Bonds Issued at a Discount (OID). Taxable Bonds Purchased at a Market Discount. Taxable Bonds Purchased at a Premium. Accrued Interest on Bonds. Tax-exempt Bonds Issued at a Discount (OID). Tax-exempt Bonds Purchased at a Market Discount. Tax-exempt Bonds Purchased at a Premium. Financial Industry Regulatory Authority. Municipal Securities Rulemaking Board. July 4, 2013. April 28, 2013. The mat...

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Bonds and Fixed Income | Types of Bonds

http://bondsandfixedincome.com/bond-types

Bonds and Fixed Income. Why Invest in Bonds? Reducing Risk & Volatility. Introduction to Bond Taxation. Taxable Bonds Issued at a Discount (OID). Taxable Bonds Purchased at a Market Discount. Taxable Bonds Purchased at a Premium. Accrued Interest on Bonds. Tax-exempt Bonds Issued at a Discount (OID). Tax-exempt Bonds Purchased at a Market Discount. Tax-exempt Bonds Purchased at a Premium. Certificates of Deposit (CDs). Zero coupon bonds, as their name suggests, have no. Or periodic interest payments....

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Bonds and Fixed Income | What are Bond Ladders?

http://bondsandfixedincome.com/bond-ladders

Bonds and Fixed Income. Why Invest in Bonds? Reducing Risk & Volatility. Introduction to Bond Taxation. Taxable Bonds Issued at a Discount (OID). Taxable Bonds Purchased at a Market Discount. Taxable Bonds Purchased at a Premium. Accrued Interest on Bonds. Tax-exempt Bonds Issued at a Discount (OID). Tax-exempt Bonds Purchased at a Market Discount. Tax-exempt Bonds Purchased at a Premium. What is a Bond Ladder. Example of a 5-Year Bond Ladder. One type of ladder uses a barbell. Strategy. With this st...

bondsandfixedincome.com bondsandfixedincome.com

Bonds and Fixed Income | Tax-exempt Bonds Issued at a Discount

http://bondsandfixedincome.com/tax-exempt-bonds-issued-at-a-discount-oid

Bonds and Fixed Income. Why Invest in Bonds? Reducing Risk & Volatility. Introduction to Bond Taxation. Taxable Bonds Issued at a Discount (OID). Taxable Bonds Purchased at a Market Discount. Taxable Bonds Purchased at a Premium. Accrued Interest on Bonds. Tax-exempt Bonds Issued at a Discount (OID). Tax-exempt Bonds Purchased at a Market Discount. Tax-exempt Bonds Purchased at a Premium. Tax-exempt Bonds Issued at a Discount (OID). Number of the bond on EMMA. Tax-Exempt Bonds Issued at OID. Interest pai...

bondsandfixedincome.com bondsandfixedincome.com

Bonds and Fixed Income | Certificates of Deposit (CDs)

http://bondsandfixedincome.com/certificates-of-deposit-cds

Bonds and Fixed Income. Why Invest in Bonds? Reducing Risk & Volatility. Introduction to Bond Taxation. Taxable Bonds Issued at a Discount (OID). Taxable Bonds Purchased at a Market Discount. Taxable Bonds Purchased at a Premium. Accrued Interest on Bonds. Tax-exempt Bonds Issued at a Discount (OID). Tax-exempt Bonds Purchased at a Market Discount. Tax-exempt Bonds Purchased at a Premium. Certificates of Deposit (CDs). Certificates of Deposit (CDs). Download My Free Ebook. How not to lose money in the st...

bondsandfixedincome.com bondsandfixedincome.com

Bonds and Fixed Income | Why Invest in Bonds?

http://bondsandfixedincome.com/why-invest-in-bonds

Bonds and Fixed Income. Why Invest in Bonds? Reducing Risk & Volatility. Introduction to Bond Taxation. Taxable Bonds Issued at a Discount (OID). Taxable Bonds Purchased at a Market Discount. Taxable Bonds Purchased at a Premium. Accrued Interest on Bonds. Tax-exempt Bonds Issued at a Discount (OID). Tax-exempt Bonds Purchased at a Market Discount. Tax-exempt Bonds Purchased at a Premium. Why Invest in Bonds? Bonds are historically safe investments. Additional benefits of investing in bonds. Bonds provid...

bondsandfixedincome.com bondsandfixedincome.com

Bonds and Fixed Income | Taxable Bonds Issued at a Discount (OID)

http://bondsandfixedincome.com/taxable-bonds-issued-at-a-discount-oid

Bonds and Fixed Income. Why Invest in Bonds? Reducing Risk & Volatility. Introduction to Bond Taxation. Taxable Bonds Issued at a Discount (OID). Taxable Bonds Purchased at a Market Discount. Taxable Bonds Purchased at a Premium. Accrued Interest on Bonds. Tax-exempt Bonds Issued at a Discount (OID). Tax-exempt Bonds Purchased at a Market Discount. Tax-exempt Bonds Purchased at a Premium. Taxable Bonds Issued at a Discount (OID). Short-term debt securities, with terms 1 year from date of issuance;. The I...

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