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
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
A letter of instruction provides additional and more personal information regarding your estate.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Understanding the value of a home warranty.
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Learn about all the parts of Medicare with this informative and enjoyable article.
An overview of some fundamental steps when a loved one passes.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There’s an alarming difference between perception and reality for current and future retirees.
All about how missing the best market days (or the worst!) might affect your portfolio.
There are a few things to consider when buying or leasing your next vehicle.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?