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
There’s a link between debt and stress.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Ascertaining the value of your business is important for a variety of reasons.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
This worksheet can help you estimate the costs of a four-year college program.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Estimate the total cost in today's dollars of various mortgage alternatives.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator may help you estimate how long funds may last given regular withdrawals.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Understanding the cycle of investing may help you avoid easy pitfalls.
How do the markets usually react to elections? Was the 2016 election any different?
Here’s a crash course on saving for college.
Learn how to harness the power of compound interest for your investments.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
What are your options for investing in emerging markets?