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 Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Read this overview to learn how financial advisors are compensated.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
To choose a plan, it’s important to ask yourself four key questions.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator demonstrates the power of compound interest.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your capital gains tax.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
The importance of life insurance, how it works, and how much coverage you need.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Making the most of surprises is a great reason to work with us.
Women must be ready to spend, on average, more years in retirement than men.
How do the markets usually react to elections? Was the 2016 election any different?
There are three things to consider before dipping into retirement savings to pay for college.