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.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
How Income Taxes Work
A quick look at how federal income taxes work.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Six overlooked tax deductions to help manage your tax bill.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Five strategies for managing your student debt.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help you estimate how much you should be saving for college.
This calculator shows how inflation over the years has impacted purchasing power.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Are you ready for retirement? Here are five words you should consider.
The decision whether to buy or rent a home may have long-term implications.
What are your options for investing in emerging markets?
What does your home really cost?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Understanding the cycle of investing may help you avoid easy pitfalls.