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
Retiring Earlier Than Expected? What To Know
Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Saving for College 101
Here's a crash course on saving for college.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Social Security Fairness Act's New Chapter
Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
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Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
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Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?