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.
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
The tax rules that govern donating art are complex and confusing. Take a closer look.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Even low inflation rates over an extended period of time can impact your finances in retirement.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your capital gains tax.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Understanding the cycle of investing may help you avoid easy pitfalls.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
There’s an alarming difference between perception and reality for current and future retirees.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.