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.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
A Path to Serenity and Smart Money Choices
An article about meditation, mindfulness, and financial well-being.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Strategies for Managing Student Loan Debt
Five strategies for managing your student debt.
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
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Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
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Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
Saving for College 101
Here's a crash course on saving for college.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.