Helping you simplify
Welcome, I'm Courtney Walker, CFP®, a financial consultant in Whitewater, WI. Here at First Citizens Investment Services, my goal is to focus on you and the unique set of financial circumstances you and your family face. Getting to know you and understand your personal needs allows me to create a customized wealth management strategy aligned with your short and long term objectives. Plus, by building a lasting, personal relations with you, I am able to help you anticipate and plan for the future.
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.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Knowing the rules may help you decide when to start benefits.
Here are some simple and inexpensive energy-saving tips that may help you save money.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine your potential long-term care needs and how long your current assets might last.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your capital gains tax.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
A bucket plan can help you be better prepared for a comfortable retirement.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
$1 million in a diversified portfolio could help finance part of your retirement.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
When do you need a will? The answer is easy: right now.
If you died, what would happen to your email archives, social profiles and online accounts?