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1516 Losey Boulevard South
La Crosse, WI 54601

Coulee Investment Center

(608) 784-3904

 
A Fruitful Retirement: Social Security Benefit The Cost of Procrastination Are Alternative Investments Right for You?

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.

Helpful Content

A Penny Saved is Two Pennies Earned

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

How Big is Money?

How Big is Money?

Learn a little about worldwide currency in this fun infographic

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

 

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Emerging Market Opportunities

What are your options for investing in emerging markets?

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

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