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Behavioral Finance Should You Tap Retirement Savings to Fund College? Social Security: By the Numbers Retirement Accounts When You Change Your Job

Welcome From 

Michael G. Walters, CFP™

 

A Comfortable Long term relationship with a financial professional can pay off in many ways.  You can benefit from making informed decisions for important issues with the help of a financial professional. You can simplify your life and focus on your goals when specialized assistance is readily available. But you`ll really appreciate the independence that comes from knowing you have a trusted professional working for you.

From our site you can gather current news on individual investments. Maintain and update your own personal portfolio, and send us a message or question. As well as keeping up to date relevant financial topics through our on line newsletters.

We encourage you to email us at mwalters@walterswealthadvisors.com or contact us directly by phone at 269-668-7526.

Thanks for being here!! We appreciate your visit!!

Helpful Content

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How to Bake a Pie-R-A

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U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?

 

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

Perception vs. Reality

Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.

The Three Keys to a Great Password

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

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Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

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Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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