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
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
The SECURE Act
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
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Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Surprises
Making the most of surprises is a great reason to work with us.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.