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.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
For homeowners who think their property taxes are too high, there are ways to appeal.
What can be learned from the savings rate?
Calculating your potential Social Security benefit is a three-step process.
For some, the social impact of investing is just as important as the return, perhaps more important.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how long your retirement savings may last using various monthly cash flow rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
A bucket plan can help you be better prepared for a comfortable retirement.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
There are three things to consider before dipping into retirement savings to pay for college.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
When should you take your Social Security benefit?
Understanding the cycle of investing may help you avoid easy pitfalls.