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
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
FIRE Retirement
This short, informative article teaches the basics of the FIRE movement.
How Income Taxes Work
A quick look at how federal income taxes work.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
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College Savings
See how much you may need to save now to cover future college costs for your child.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
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Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
Saving for College 101
Here's a crash course on saving for college.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Emerging Market Opportunities
What are your options for investing in emerging markets?