Resources & Tools
Explore Tools That Make Planning Easier
Take a self-guided tour through calculators, downloadable guides, and educational media. Each resource is crafted to support life insurance protection, mortgage planning, and retirement income decisions.
Interactive calculators
Use these tools to explore different income, protection, and lending scenarios. Save your results and bring them to your conversation with Makonnen for deeper analysis.
Income Snapshot
Estimate the monthly income you want covered by dependable sources in retirement.
Coming soon
Protection Gap Check
Identify life insurance coverage needs for family and business obligations.
Coming soon
Mortgage Readiness
Review affordability, cash flow, and timing before a purchase or refinance.
Coming soon
Downloadable guides
These resources break down complex topics into digestible steps. Check back as we expand the library.
Life Insurance Planning Checklist
Key questions to clarify coverage needs, beneficiaries, and long-term protection goals.
Download coming soon
Mortgage Strategy Primer
Understand purchase vs. refinance timing, loan structures, and cash flow trade-offs.
Download coming soon
Retirement Income Blueprint
A practical guide to coordinating annuities, Social Security, and investment income.
Download coming soon
Videos & articles
Learn at your own pace with media curated to answer the questions Makonnen hears most often.
Video Library
Short lessons from Makonnen covering protection, lending, and retirement planning.
In production
Market Updates
Timely insights on interest rates, lending conditions, and retirement income trends.
In production
Client Stories
Real-world examples of how thoughtful planning supports families and businesses.
In production
Explore Makonnen's specialty sites
Wealth Store Financial connects you to dedicated resources for mortgages and annuity education.
Want a custom plan?
Share your questions and Makonnen will prepare a tailored plan that aligns protection, lending, and retirement priorities.
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