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
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Retirement Plan Choices for Small Businesses
Retirement choices can be intimidating. Picking the right strategy.
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Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Surprises
Making the most of surprises is a great reason to work with us.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?