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Comprehensive Wealth Management
IL: 815-748-2130 • FL: 941-952-1188






WALSH & ASSOCIATES BLOG

Walsh and Associates will be participating in the Money Smart Week coordinated by the Federal Reserve and Northern Illinois University from April 23rd through April 30th as part of The Financial Literacy Collaborative.  All of the classes are free, no obligation, and are open to the public.  An RSVP is requested.  Please call 941-952-1188 or email This email address is being protected from spambots. You need JavaScript enabled to view it. to confirm. See…
  1. How big of a benefit is it really?It would cost a 66 year old man approximately $575,000 to purchase a joint life immediate annuity that generates $2,000 per month in income with 3% cost of living increases according to a CANNEX quote I ran in 2015. Social security can be one of your largest assets and getting it…
In a world overflowing with financial advice, like when you should start contributing to a 401(k), or how much you should be saving now to become a millionaire by 60, and so on and so forth – sometimes it’s good to get a new perspective. That’s why we’d like to present you with some financial advice from the other end…
When preparing for our financial planning meetings, we occasionally ask clients for various financial statements - be it insurance statements, tax returns, etc. At times, we’ll request to see documents that go a few years back. And during tax season? If you’ve ever been audited by the IRS, you better believe they’re going to ask for anything and everything they…
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