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.

 

 

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

More Calculators →

The Roundabout Way to a Roth IRA

A 2014 IRS ruling makes it easier for taxpayers to move after-tax 401(k) contributions directly to a Roth IRA.

Homeownership Can Pay Off at Tax Time

Tax incentives available to homeowners, like deducting mortgage interest, can make homeownership attractive to some.

Growth, Value, or Both?

Here’s how to identify a stock or mutual fund as a growth or value investment.

Can Small Companies Benefit from Big Data?

Some of the ways business owners are using data to help improve business efficiency and customer interaction

More Newsletters →