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 since 1998, 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

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Savings Accumulation

Estimate the future value of your current savings.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

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Newsletters

HOT TOPIC: Will Federal Reserve Tactics Help the Ailing U.S. Economy?

This article looks at policy tools that the Federal Reserve has used in the past and may use going forward in its attempts to spur economic growth. It also explains the possible implications of a long-term, low-interest-rate environment for investors, savers, and retirees.

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

Why You Want to Know How Much Your Business is Worth

An up-to-date valuation may seem like an unnecessary expense for a small business, but it could prove to be invaluable to achieving long-term goals. Knowing the current value of a business can affect how an owner might approach everything from retirement to estate conservation to a succession strategy.

The Dynamics That Can Drive Inflation

High unemployment and slow wage growth seem to have kept consumer spending and core inflation from growing very rapidly in the first half of 2011. This article reminds investors to keep the potential risk of inflation in mind, because even modest price increases compounded over time can erode the purchasing power of the assets in their portfolios.

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