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.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Here are some simple and inexpensive energy-saving tips that may help you save money.
A quick look at how federal income taxes work.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What does your home really cost?
Why are 401(k) plans, annuities, and IRAs so popular?
Have you explored all of your choices when it comes to managing your taxable income?
The decision whether to buy or rent a home may have long-term implications.