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
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
The Threat of Identity Theft
An article informing readers about the threats of Identity Theft.
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
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How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
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A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.