For those of you who have 529 plans, you may be asking how your contributions to the plan will affect your tax return. While for the most part they&rs
American Opportunity Credit The American Opportunity credit gives students the chance to reduce the cost of attending college. Students must meet
Americans are an incredibly charitable group. According to a 2015 study done by The Giving Institute1, Americans donated $373 billion to charitable ca
For some, planned giving can be an important component of their estate plan. Planned giving is the practice of making a substantial charitable gift pa
If you don’t rely on it already, Medicare will eventually be a big part of ensuring that your healthcare costs are covered in your retirement. Health
Inheriting an individual retirement account can be a very fortunate thing, if done correctly. The majority of us are left to our own devices when prep
The Early Retirement Option (ERO) for Illinois teachers was allowed to automatically expire on July 1 of 2016. The ERO was an option that allowed qual


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Securities Offered through LPL Financial Member FINRA / SIPC.  Financial Planning and investment advice offered through Walsh & Associates, a registered investment advisor. Walsh & Associates is a separate entity from LPL Financial. The LPL Financial registered representative associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
JOSEPH PATRICK WALSH JR, whose state of domicile is Florida and principal place of business is the Sarasota, Florida address above, holds CA Insurance #0I66674.