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.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Your DNA Test
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
A quick look at how federal income taxes work.
Tax preparation may be the perfect time to give the household budget a check-up.
Understanding how a stock works is key to understanding your investments.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
This questionnaire will help determine your tolerance for investment risk.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Here are five facts about Social Security that might surprise you.
Are you ready for retirement? Here are five words you should consider.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
When do you need a will? The answer is easy: right now.