Please feel free to explore this site to gain a better understanding of our firm and how we help our clients plan for and meet their financial goals. If you are looking for an investment professional to provide education for your company’s retirement or pension plan, you have come to the right place. If you are a successful individual looking for a financial professional, you are in the right place. We appreciate your visit.
- Cookie Walden
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Good employee health can be great for the company’s bottom line.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
An inside look at how marginal income tax brackets work.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
It's important to understand the pros and cons when considering a prepaid debit card.
Estimate how much of your Social Security benefit may be considered taxable.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares the financial impact of leasing versus buying an automobile.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
How will you weather the ups and downs of the business cycle?
All about how missing the best market days (or the worst!) might affect your portfolio.
You’ve made investments your whole life. Work with us to help make the most of them.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.