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.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Ascertaining the value of your business is important for a variety of reasons.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Bonds may outperform stocks one year only to have stocks rebound the next.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your capital gains tax.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A special needs trust helps care for a special needs child when you’re gone.
$1 million in a diversified portfolio could help finance part of your retirement.
There are a few things to consider when buying or leasing your next vehicle.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
All about how missing the best market days (or the worst!) might affect your portfolio.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.