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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
Our Spring 2017 class lineup is here! We’re excited to offer ten free classes to the community on popular personal finance topics. Classes will
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. H
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

Florida

2350 Fruitville Rd., Ste. 201
Sarasota, FL 34237
941.952.1188 p
941.952.1184 f

HOURS: M-F, 9:00-5:00 ET

Illinois

444 E. Hillcrest Dr., Ste. 230
DeKalb, IL 60115
815.748.2130 p
815.748.3401 f

HOURS: M-F, 9:00-5:00 CT

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 page may only discuss and/or transact business with residents of the following states: AL, AZ, CA*, CO, DC, FL, GA, IA, ID, IL, IN, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, PA, SC, TN, TX, UT, VA, VT, WI and WV.
 
*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.