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
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
5 Benefits of Working in Retirement
Here are 5 reasons why you may consider working through retirement.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
Life Insurance Myths: Debunked
Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.
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Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
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Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Rightsizing for Retirement
What does your home really cost?