Understanding Today's Financial Environment
Welcome, I'm Kent A. Cooper, EA a tax & financial consultant in Redlands, CA. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.
We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (909) 307-8550.
Helpful Content
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
Separating the Signal From the Noise
A good professional provides important guidance and insight through the years.
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
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Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
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Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Rightsizing for Retirement
What does your home really cost?
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.