Understanding Today's Financial Environment
Welcome, I'm Courtney Walker, a financial consultant in Whitewater, WI. I understand that individuals face unique challenges as they prepare for retirement. I can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, my personalized service focuses on your needs, wants, and financial goals.
Our office can help you address your needs of today and for many years to come. I look forward to working with you through all stages of your life, please call for a free financial consultation at (262) 473-1408.
Tips to Prevent the #1 Cause of Marital Rift
Couples may be able to head off many of the problems in a marriage that money can cause.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
This calculator helps estimate your federal estate tax liability.
Estimate the potential capital gains taxes due on your transactions.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much you have the potential to earn during your working years.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Why are 401(k) plans, annuities, and IRAs so popular?
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Understanding the cycle of investing may help you avoid easy pitfalls.
Three things to consider before dipping into retirement savings to pay for college.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?