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.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
For many, retirement includes contributing their time and talents to an organization in need.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
However exciting retiring abroad may sound, it deserves considerable planning.
A change in your mindset during retirement may drive changes to your portfolio.
Military families face unique challenges, making personal finance even more critical.
Ascertaining the value of your business is important for a variety of reasons.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your capital gains tax.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
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.
The importance of life insurance, how it works, and how much coverage you need.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Here are five facts about Social Security that might surprise you.
Why are 401(k) plans, annuities, and IRAs so popular?
Recent changes in estate tax laws could affect the strategy you have in place.
If you died, what would happen to your email archives, social profiles and online accounts?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.