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.
Succeeding at Business Succession
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
A change in your mindset during retirement may drive changes how you consider shaping your portfolio.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Determine your potential long-term care needs and how long your current assets might last.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps estimate your federal estate tax liability.
Estimate the potential capital gains taxes due on your transactions.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
There’s an alarming difference between perception and reality for current and future retirees.
Do you have causes that you want to support with donations? Here are three tips.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Why are 401(k) plans, annuities, and IRAs so popular?