Welcome to the Fanning Financial Website. Feel free to browse around. I do hope you enjoy the Financial Education sections, Resource Center, Tools, Seminars, and Information about Products and Services. Please let me know if there is any way I can help you with Investing, Retirement Planning, and other Financial Matters.
Ken Fanning, AIF®
Social Security: Two Benefit Strategies Eliminated
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Marriage changes everything, including your insurance needs.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Good employee health can be great for the company’s bottom line.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Is your estate in order? This short quiz may help you assess your overall strategy.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much of your Social Security benefit may be considered taxable.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your capital gains tax.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Recent changes in estate tax laws could affect the strategy you have in place.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Understanding the cycle of investing may help you avoid easy pitfalls.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
It's easy to let investments accumulate like old receipts in a junk drawer.