The Frieden Agency

Sally Kocen, CLTC

 

My name is Sally Kocen.  Thank you for visiting my website.

I am extremely proud to be affiliated with The Frieden Agency as it was founded by my grandfather, Jack Leterman.  We specialize in insurance, investments, and employee benefits.  Our motto has continued to be "service with integrity" since  June, 1928

As a financial professional for over eleven years I am committed to finding the best solutions for my client's needs.  This may include, but is not limited to life insurance, long term care insurance, and investments.  When putting together a complete financial strategy the goal is to cover as many concerns as possible to help ensure security during every state of your and your family's lifetime.

 
Calculators

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Impact of Inflation

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

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

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Newsletters

HOT TOPIC: Celebrity Estate Planning Gone Wrong

Ever notice that celebrities seems to be experts at leaving their estates in chaos? Fortunately, their mistakes serve as useful reminders of why estate planning is so important.

Is It Ever OK to Make Early Withdrawals?

There are few ways to sabotage your retirement goals more effectively than tapping your retirement assets before you reach age 59½.

The Growing Popularity of Preferred Stocks

Investors may be attracted to "preferreds" because they are a potential source of dividend income. Preferred stocks have evolved in recent years as the demands of investors have changed.

Hot Topic: 2010: The Year of the Roth Conversion?

Starting in 2010, anyone, regardless of income, can convert retirement plan assets to a Roth IRA.

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