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®
The History of Retirement
Do you know where the idea of “retirement” comes from?
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This questionnaire will help determine your tolerance for investment risk.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps estimate your federal estate tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
What does your home really cost?
Why are 401(k) plans, annuities, and IRAs so popular?
Do you know these three personal finance sayings?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.