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.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Good employee health can be great for the company’s bottom line.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
There are four very good reasons to start investing. Do you what they are?
Ascertaining the value of your business is important for a variety of reasons.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Why are 401(k) plans, annuities, and IRAs so popular?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Estate conservation is too important to put off. Do you have a smart exit strategy?
From the Dutch East India Company to Wall St., the stock market has a long and storied history.