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.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Five phases to changing unhealthy behaviors.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Important items to consider when purchasing condo insurance.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
This worksheet can help you estimate the costs of a four-year college program.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
It’s never a bad time to speak with your financial advisor about changes in your situation.
When do you need a will? The answer is easy: right now.
What does your home really cost?
Making the most of surprises is a great reason to work with us.
It's easy to let investments accumulate like old receipts in a junk drawer.
From the Dutch East India Company to Wall St., the stock market has a long and storied history.