Paula M. Cooley, CFP®, AIF®

6700A Rockledge Drive, Suite 300
Bethesda, MD 20817

Phone:

(240) 762-5364

Fax:

(888) 341-4480

E-mail:

Cooley.Paula@principal.com

Calculators

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Planning for the future doesn't have to be hard.

Planning for the future can seem overwhelming and complicated. But working with a financial professional whether you're close to retirement or just starting out can help.

It all starts with a conversation to get to know you and learn more about your goals:

Where are you today?

I'll work to learn more about your current financial situation.

Where do you want to be tomorrow?

Then we'll discuss ways to meet your goals.

How can you get there?

Next, we put together a customized financial strategy based on your life and your needs.

Ready to get started?

You tell me how you'd like to move forward. And I'll help you kick-start your plan. With regular reviews, we'll monitor progress and make adjustments along the way. Let's Talk - Contact me today at (240) 762-5364 or by email at Cooley.Paula@principal.com.

Newsletters

Teens Say Social Media Takes a Toll on Mental Health

Many parents are concerned about the well-being of their children as they navigate the digital landscape.

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Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

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Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

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The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses

Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

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Calculators

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Disability Income Insurance

How much Disability Income Insurance do you need?

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

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