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.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Knowing your options when a CD matures can help you make a sound investment decision.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Read this overview to learn how financial advisors are compensated.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much you have the potential to earn during your working years.
Estimate your monthly and annual income from various IRA types.
This calculator helps estimate your federal estate tax liability.
A presentation about managing money: using it, saving it, and even getting credit.
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.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Agent Jane Bond is on the case, cracking the code on bonds.
Even low inflation rates can pose a threat to investment returns.
Here is a quick history of the Federal Reserve and an overview of what it does.
With alternative investments, it’s critical to sort through the complexity.
Here are five facts about Social Security that might surprise you.