When giving to a charity, you want to be smart and effective with your charitable contributions. One way to do that is by using a donor advised fund (
While you may think all ties have been severed between you and your ex, one link may still exist – and that’s your Social Security benefits1. Dependin
Whether they’re good, bad, or somewhere in between, there are certain life events that should have a financial plan. According to a study done by the
After two years of work, the Bipartisan Policy Center (“BPC”) has released a 146 page report1 jam-packed with ideas on how to improve
As economic times change and people begin to live longer, it’s becoming more and more common for workers to continue working through retirement. In fa
– Exclusive Event Held This Year at St. Regis Monarch Beach, Dana Point, CA – –Brings Together Top LPL Financial Advisors Serving Af
As much as we wish it wasn’t true, there are some common mistakes we see over and over again that people make with money. But it’s not necessarily sur
While the task of organizing your financial records may seem like a tedious and unappealing afternoon-long chore, we highly recommend taking the time


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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.