Your Partner for Success
Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At Walsh & Nicholson Financial Group, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Here's a breakdown of how the federal government spends your tax money.
Here are five facts about Social Security that are important to keep in mind.
Tax preparation may be the perfect time to give the household budget a check-up.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much you have the potential to earn during your working years.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
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
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Are you ready for retirement? Here are five words you should consider.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Around the country, attitudes about retirement are shifting.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.