Coulee Investment Center at Coulee Bank
Shari Hopkins, CFP®, Financial Consultant
Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—Shari Hopkins can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search the Coulee Investment Center website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
An increasing number have been developed to help individuals with their personal finances.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Knowing your options when a CD matures can help you make a sound investment decision.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps estimate your federal estate tax liability.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
What does your home really cost?
With alternative investments, it’s critical to sort through the complexity.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Do you have causes that you want to support with donations? Here are three tips.