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For most people, a living trust can be a helpful estate planning vehicle with numerous benefits – including avoiding probate court at death and
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 benefit
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 b
After two years of work, the Bipartisan Policy Center (“BPC”) has released a 146 page report1 jam-packed with ideas on how to improve
Though relatively unknown, there’s a law on the books that could put adult children in a situation that jeopardizes their savings. If your paren
As economic times change and people begin to live longer, it’s becoming more and more common for workers to continue working through retirement.
– Exclusive Event Held This Year at St. Regis Monarch Beach, Dana Point, CA – –Brings Together Top LPL Financial Advisors Serving Af

Florida

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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 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.