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
U.S. Personal Savings Rate
What can be learned from the savings rate?
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Important items to consider when purchasing condo insurance.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
There’s a link between debt and stress.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Purchasing homeowners insurance is critical for protecting your home.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator demonstrates the power of compound interest.
Determine if you are eligible to contribute to a traditional or Roth IRA.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a few things to consider when buying or leasing your next vehicle.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Do you have causes that you want to support with donations? Here are three tips.
There are hundreds of ETFs available. Should you invest in them?
That big list of dreams and goals isn't the only way to look at your bucket list.