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
U.S. Personal Savings Rate
What can be learned from the savings rate?
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Debt Stress
There’s a link between debt and stress.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
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How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
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 Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.