Michelle McCormick

Michelle McCormick Wealth Advisor with LPL Enterprise at Prudential Advisors, wife, and mother.

I work with clients to help them understand complex financial decisions and plan with a long-term perspective, including legacy considerations.

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a dis...
06/26/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

See how long your current savings might last if a disability interrupted your income.

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.
06/24/2026

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debt...
06/22/2026

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debts, and down payment to give you a number.

Estimate how much home may fit within your budget based on income and expenses.

Three steps may make a difference if you find yourself suddenly single.
06/19/2026

Three steps may make a difference if you find yourself suddenly single.

Have you found yourself suddenly single? Here are 3 steps to take right now.

When you choose to take Social Security might impact your retirement income. Find out how.
06/17/2026

When you choose to take Social Security might impact your retirement income. Find out how.

One of the most common questions people ask about Social Security is when they should start taking benefits.

Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial wo...
06/15/2026

Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.

Learn about the risks of not having health insurance in this informative article.

If you’re a business owner and don’t have a Business Owner's Policy, you could be making a huge mistake.
06/12/2026

If you’re a business owner and don’t have a Business Owner's Policy, you could be making a huge mistake.

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.
06/10/2026

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through ...
06/08/2026

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through how it fits into your overall picture.

Calculate your required minimum distribution amount based on your account balance and age.

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Lea...
06/05/2026

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:

Learn about the importance of having an estate strategy in this helpful and informative video.

Address

2998 Douglas Boulevard, Suite 200
Roseville, CA
95661

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