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Blog

Grandmother and granddaughter knitting together
Cody Albrecht | Sep 9, 2021

Retirement as a Single Woman

Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
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Cody Albrecht | Sep 7, 2021

Ups and Downs of Online-Only Banking

Finance

The digital world has transformed professional industries in unique ways that prior to internet access would have been impossible. Doctors can monitor patients

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Elderly woman and younger woman having a conversation
Cody Albrecht | Sep 2, 2021

Do You Still Need Life Insurance When You Retire?

Insurance

4 Reasons You May Consider Keeping It

When it comes to retaining life insurance in retirement, there are two schools of thought regarding its necessity. The

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Woman in a suit holding a piece of paper. She is in an office setting.
Cody Albrecht | Aug 31, 2021

Pre-Retirement Preparedness: Planning for Your Career Exit

Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
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Cody Albrecht | Aug 26, 2021

5 Ways to Safeguard Your Finances Against a Second Wave of Coronavirus

Finance

The Coronavirus pandemic has affected us all in ways that we didn’t anticipate at the start of the year, especially when it comes to our finances. And

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Man cleaning floor in restaurant
Cody Albrecht | Aug 24, 2021

Retiring as a Small Business Owner

Retirement

There are over 30 million small businesses in the United States. Many people start their own businesses in order to become their own boss and take control over

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Yellow Volkswagen van on road in desert
Cody Albrecht | Aug 19, 2021

Using the FIRE Movement to Gain Financial Independence

Retirement
Savings

Many people dream of the day they can leave work behind and start pursuing their lifelong dreams. But for most people, you’ll need to achieve financial

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Elderly person holding a stress ball
Cody Albrecht | Aug 17, 2021

How to Plan Long-Term Care Before You Need It

Finance

It’s daunting to think about the day when you may not be able to live independently and care for yourself. But planning early for long-term care can keep you

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Businessman using a laptop and smartphone
Cody Albrecht | Aug 12, 2021

Understanding Exchange-Traded Funds

Finance

Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar with all options for investing. If you’d

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Young professional women in a meeting
Cody Albrecht | Aug 10, 2021

Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce

Finance

If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new

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Vintage white car with tan interior
Cody Albrecht | Aug 5, 2021

How to Finance Your Dream Car

Finance


Car ownership is necessary for many of us to get around, especially for those who live far from public transportation. While you may choose to drive something

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Happy elderly couple holding yellow flowers
Cody Albrecht | Aug 3, 2021

Should You Retire at the Same Time As Your Spouse?

Retirement

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the

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About Us

We are a multigenerational investment firm that is dedicated to helping families and businesses navigate an ever-changing financial world. We treat our clients like family and give them the support and personal service they deserve.
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cody@valleyinvestmentplanning.com

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All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. 

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Valley Investment Planning and JWC/JWCA are unaffiliated entities.

For a copy of JWCF’s Form CRS, JWCA’s Form CRS, or JWC’s Disclosure Supplement please click here. By following the link, you consent to receipt of the Form CRS electronically.

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