Michelle McCormick

Michelle McCormick

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I work with clients to help them understand complex financial decisions and plan with a long-term perspective, including legacy considerations.

How Long Will My Savings Last If I Become Disabled? 06/26/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

How Long Will My Savings Last If I Become Disabled? See how long your current savings might last if a disability interrupted your income.

Inventorying Your Possessions 06/24/2026

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.

Inventorying Your Possessions Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

How Much Home Can I Afford? 06/22/2026

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debts, and down payment to give you a number.

How Much Home Can I Afford? Estimate how much home may fit within your budget based on income and expenses.

Suddenly Single: 3 Steps to Take Now 06/19/2026

Three steps may make a difference if you find yourself suddenly single.

Suddenly Single: 3 Steps to Take Now Have you found yourself suddenly single? Here are 3 steps to take right now.

Deciding When to Take Social Security 06/17/2026

When you choose to take Social Security might impact your retirement income. Find out how.

Deciding When to Take Social Security One of the most common questions people ask about Social Security is when they should start taking benefits.

The Cost of Medical Care 06/15/2026

Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.

The Cost of Medical Care Learn about the risks of not having health insurance in this informative article.

Stay Safe with a Business Owner's Policy 06/12/2026

If you’re a business owner and don’t have a Business Owner's Policy, you could be making a huge mistake.

Stay Safe with a Business Owner's Policy Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

Mutual Funds vs. ETFs 06/10/2026

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.

Mutual Funds vs. ETFs Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Estimate Your RMD 06/08/2026

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through how it fits into your overall picture.

Estimate Your RMD Calculate your required minimum distribution amount based on your account balance and age.

4 Elements of an Estate Strategy 06/05/2026

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:

4 Elements of an Estate Strategy Learn about the importance of having an estate strategy in this helpful and informative video.

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2998 Douglas Boulevard, Suite 200
Roseville, CA
95661