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Michelle McCormick

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United States
Roseville, CA
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.

06/03/2026

Wondering what to tell your financial pro? Check out this quick video for guidance!

Here are the top 5 things your team may want to hear.

06/01/2026

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or legislative changes are all good reasons to revisit whether your current approach still matches your goals.

Review your legacy approach regularly, particularly following significant life events or legislative updates.

05/29/2026

Do your financial concerns feel stressful? Take a look at this video for some best practices when it comes to your financial strategy.

An amusing and whimsical look at behavioral finance best practices for investors.

05/27/2026

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for your family and financial situation.

Estimate how much life insurance coverage may be appropriate for your situation.

05/25/2026

Not sure which option makes more sense for you? This calculator lets you compare two scenarios head-to-head so you can make a more informed choice.

Compare two different scenarios side by side to see how they stack up over time.

05/22/2026

Health-care coverage (including Medicare) typically does not cover extended medical care.

It's important to make sure your retirement strategy anticipates health-care expenses.

05/20/2026

What happens to your employer-sponsored retirement accounts when you change jobs? Find out in our latest video.

This video explores what to do with retirement accounts when you move on from your job.

05/18/2026

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

See how long a lump sum of savings could last based on your withdrawal rate and return.

05/13/2026

We all want to know, “What’s next for the financial markets?” But no one knows for sure.

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Address

2998 Douglas Boulevard, Suite 200
Roseville, CA
95661

Website

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