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Joseph-Walsh_071824
Crafting a Caregiving Strategy for Affluent Families
More than 100 million American adults currently care for a parent or other elderly relative in their home.1 These arrangements are often more by necessity than choice, as paying for outside caregivers or a long-term care facility can cost thousands or even tens of thousands of dollars a month. For many families, taking on this care themselves is th...
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2024 Midyear Outlook
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Fatherly Advice: 6 Timeless Financial Tips Our Fathers Taught Us
Although many things have changed in the financial world over the past 20 years, some nuggets of financial advice are timeless. Here are a few tips that have remained constant for several generations. Always Spend Less Than You Make Wealth creation is not about how much you earn. It is about how much you save.1 Spending more than you make incurs de...
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Three Massive and Often Hidden Costs of Divorce
Divorce, while an emotionally taxing experience, also comes with several financial implications that, if not properly managed, could result in long-lasting financial strain. It's essential to understand these hidden costs to effectively navigate your post-divorce financial life. Here are three key areas where hidden costs often lurk: Health insuran...
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Forbes Recognizes Joe Walsh Jr. As A Best-In-State Wealth Advisor
Sarasota, Florida - April 09, 2024 - Joe Walsh, Jr., an independent LPL Financial Advisor in Sarasota, FL, has been recognized in this year’s list of the Forbes/SHOOK Best-in-State Wealth Advisors for his track record of success in the financial services industry. Walsh Jr., Founder, CEO, and Wealth Advisor of Walsh & Associates ...
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Wealth, Success, and Mental Health: Finding the Balance Between Healthy and Wealthy
April marks Stress Awareness Month, which provides a great opportunity to shed light on a topic often overlooked in the world of high-net-worth investors, which is mental health. For anyone who is used to managing substantial wealth, the pressure to sustain success may take a toll on your mental well-being. Here are some of the mental health challe...
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Inflation and Its Impact on the Market and Portfolios
Understanding the implications of CPI and PPI is crucial for investors. In the ever-evolving world of finance, staying abreast of economic indicators is crucial for  investors looking to make informed decisions. One such key indicator is inflation, which recently made headlines with the release of data in early January 2024. According to ...
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There's Still Time to Fund an IRA for 2023
The tax filing deadline is fast approaching, which means time is running out to fund an IRA for 2023. If you had earned income last year, you may be able to contribute up to $6,500 for 2023 ($7,500 for those age 50 or older by December 31, 2023) up until your tax return due date, excluding extensions. For most people, that date is Monday, April 15,...