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
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
What's New for Social Security?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Social Security Fairness Act's New Chapter
Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
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Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
College Savings
See how much you may need to save now to cover future college costs for your child.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.