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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
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...
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...
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
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 ...
Forbes-Best-In-State-2022-image Joe Walsh Forbes Best-In-State 2022
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
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
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