Coulee Investment Center at Coulee Bank
Shari Hopkins, LPL Financial Advisor
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 our foundation of our 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 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 Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
It sounds simple, but paying yourself first can really pay off.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
What kind of auto insurance should you have? Do you know?
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
However exciting retiring abroad may sound, it deserves considerable planning.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine your potential long-term care needs and how long your current assets might last.
This calculator may help you estimate how long funds may last given regular withdrawals.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
A bucket plan can help you be better prepared for a comfortable retirement.
Here is a quick history of the Federal Reserve and an overview of what it does.
There’s an alarming difference between perception and reality for current and future retirees.
Making the most of surprises is a great reason to work with us.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.