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
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
Here are 4 great, and sometimes unexpected, places to raise a family.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Bonds may outperform stocks one year only to have stocks rebound the next.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to compare the future value of investments with different tax consequences.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate your monthly and annual income from various IRA types.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are three things to consider before dipping into retirement savings to pay for college.
You’ve made investments your whole life. Work with us to help make the most of them.
For women, retirement strategy is a long race. It’s helpful to know the route.
Have you explored all your options when it comes to managing your taxable income?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.