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6100 Seagull St NE
Suite B-208
Albuquerque, NM 87109

Ken Fanning, AIF®

505.300.4638

 
The Latte Lie and Other Myths Is Tax Reform on the Agenda? It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination

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.

Sincerely, 

Ken Fanning, AIF®





Helpful Content

Inventorying Your Possessions

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?

Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.

 

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Safeguard Your Digital Estate

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

Rightsizing for Retirement

What does your home really cost?

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

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