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
Helpful Content
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
Retirement Seen Through Your Eyes
What's your vision of retirement?
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
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Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
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The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.