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
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
The 12 Steps to Living Confidently: Define Your Life Goals
It’s that time again. A clean slate. Time for a do-over. For those who seize the spirit of change, there’s a “new you” ahead. Perhaps a slimmer you.
12 Days of Saving Tips
Having a set of savings tips to refer to can help make your short-term and long-term financial outlook merry and bright.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
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My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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What is Life Insurance? Part 1
What is Life Insurance? Part 1
Surprises
Making the most of surprises is a great reason to work with us.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Video: The Independence of Financial and Emotional
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?