Linda C. Rutledge, CRPC®, CFP®


Welcome to Rutledge Financial Solutions.

This is YOUR site, a site that can be your financial resource for information, for calculators and other decision making tools as well as a great way to contact and refer others to Linda Rutledge, CFP®

Financial Planning is an ongoing process. Those who are looking for a trusted advisor and guide during that process can contact me for a complimentary, no obligation consultation.  During our meeting, we will discuss what is important to you about money, set tangible goals that will take money and planning to achieve, and then review your current personal financial position.

Contact Linda at (503) 922-0107

Email: lrutledge@tfamail.com

Due to various state reguations and registration requirements concerning the dissemination of information regarding investment and insurance products and services, access to this information must be limited to individuals residing in the following states: OR, WA, CA.

A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's broker/dealer, investment advisor, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by a broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's broker/dealer, investment advisor, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.

For information concerning the licensure status or disciplinary history of a broker/dealer, investment adviser, BD agent or IA rep a consumer should contact his or her stated securities law administrator.

CA License No. 0F96814

 
Calculators

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Savings Accumulation

Estimate the future value of your current savings.

More Calculators →

Newsletters

Where There's a Will, There's a Way

Only 35% of Americans have a will, yet it's a relatively simple legal document that every adult should have, regardless of wealth or age. Dying without a will can lead to unwanted outcomes and potential problems for heirs. This article discusses the importance of a will and other estate conservation documents.

HOT TOPIC: American Manufacturing: Rebound or Renaissance?

During the last decade, U.S. manufacturing lost millions of jobs to foreign competition. The sector appears to be coming back strong, adding almost half a million jobs since 2010 as productivity rises. This article examines the conditions that originally caused the exodus of U.S. industrial production and those that may bode well for its future.

Using Living Benefits for Retirement Income

Many Americans are finding it difficult to predict how much they can save by retirement. Because traditional pensions are available to just one out of three workers today, a potential way of creating a guaranteed income stream in retirement is to purchase the guaranteed living benefits that are available with some variable annuities.

Growth, Value, or Both

The average annual return for large-cap value stocks was about 2.1% higher than for large-cap growth stocks, yet growth stocks outperformed value stocks in 13 out of 30 years. This article examines the difference between the two approaches and describes why holding both may help investors take advantage of a variety of market conditions.

More Newsletters →