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
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
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How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
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Rightsizing for Retirement
What does your home really cost?
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.