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Will a 529 or UTMA Affect My College Student’s Eligibility for Financial Aid?
Will a 529 or UTMA Affect My College Student’s Eligibility for Financial Aid?
A client approached us recently with this question: We’re saving money for our daughter’s college education, but she’ll still need a scholarship. What
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Midyear 2023 Newsletter
BENEFICIARY IRA RMD REQUIREMENT PUSHED AGAIN The SECURE Act of 2019 rewrote the rules for non-spouse beneficiaries who inherited IRAs in 2020 or later...
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2023 Newsletter
SECURE 2.0 ACT CHANGES RETIREMENT SAVINGS The SECURE 2.0 Act of 2022, signed into law in December, brings dozens of changes intended to enhance Americ...
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Joe Walsh's Fall 2022 ACE Sarasota Class Schedule
Joe Walsh Jr is once again presenting financial literacy classes through Adult & Community Enrichment (ACE) at Suncoast Technical Colleg
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Second Quarter 2022 Newsletter
BEAR WITH US There's a bear (market) with us. On June 13, the S&P 500 Index dropped -21.8% from its peak on January 3, officially pushing us ...
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Joe Walsh Named to Forbes Best-In-State Wealth Advisors 2022
Walsh & Associates CEO Joseph Walsh was once again ranked among the Forbes Best-In-State Wealth Advisors for the third year in a row. Advisor rank
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Walsh & Associates Offering Free Financial Literacy Classes Apr 26, 28 & 29 at DeKalb Public Library
Our financial advisors have teamed up with the DeKalb Public Library to provide free in-person financial literacy courses April 26, 28 and 2
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2022 Retirement Plan Contribution Limits
The IRS contribution limits for 2022 have ticked slightly upward from those of 2021; the maximum employee contribution to a workplace 401(k) or other