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.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
What kind of auto insurance should you have? Do you know?
Building wealth requires protection from the forces of wealth destruction.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Healthy habits are one of the greatest gifts to give your child.
What can be learned from the savings rate?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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 the potential impact taxes and inflation can have on the purchasing power of an investment.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
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.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
What is your plan for health care during retirement?
What does your home really cost?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
When do you need a will? The answer is easy: Right Now.