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 finanical consultation at (262) 473-1408.
Helpful Content
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
TIPS for Inflation
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
Rightsizing for Retirement
What does your home really cost?
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
U.S. Personal Savings Rate
What can be learned from the savings rate?
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Are Women and Financial Strategies a Mismatch?
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Options When Your CD Matures
Knowing your options when a CD matures can help you make a sound investment decision.
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Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
2012 Federal Income Tax
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
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The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Your Personal Recovery
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
The U.S. Credit Downgrade
This video may help put the Standard & Poor's downgrade of the U.S. government's credit rating in perspective.
Raise Your Retirement Income
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.