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.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Suddenly Single: 3 Steps to Take Now
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Couples may be able to head off many of the problems in a marriage that money can cause.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps estimate your federal estate tax liability.
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 how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you should be saving for college.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
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.
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.
It's easy to let investments accumulate like old receipts in a junk drawer.
How will you weather the ups and downs of the business cycle?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The decision whether to buy or rent a home may have long-term implications.
There are hundreds of ETFs available. Should you invest in them?
Are Real Estate Investment Trusts right for your portfolio?