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Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

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.

Helpful Content

Insuring Your Business Against Cyber Liability

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

The Lowdown on Those Free Credit Scores

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

 

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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