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.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Marriage changes everything, including your insurance needs.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator helps estimate your federal estate tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate your monthly and annual income from various IRA types.
There are some smart strategies that may help you pursue your investment objectives
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.
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.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
A special needs trust helps care for a special needs child when you’re gone.
Here’s a crash course on saving for college.
Taking your Social Security benefits at the right time may help maximize your benefit.
All about how missing the best market days (or the worst!) might affect your portfolio.
Even low inflation rates can pose a threat to investment returns.