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 Plans, Mutual Funds, or other Financial Matters.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
One of the most common questions people ask about Social Security is when they should start taking benefits.
A four-step framework for building a personal legacy.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
This calculator helps estimate your federal estate tax liability.
Estimate how much you have the potential to earn during your working years.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to better see the potential impact of compound interest on an asset.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
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.
What is your plan for health care during retirement?
Making the most of surprises is a great reason to work with us.
Pundits say a lot of things about the markets. Let's see if you can keep up.
What if instead of buying that vacation home, you invested the money?