We all know 2020 was an unprecedented year for job loss as businesses closed due to stay-at-home orders, loss of consumer spending or, at times, just
The Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law December 2019 to boost retirement planning. Some of its key
Walsh & Associates CEO Joseph Walsh Jr. was named among the 2020 Financial Times 400 Top Financial Advisers in the country. Members must have
Walsh & Associates CEO Joseph Walsh Jr. was named to the 2019 Financial Times 400 Top Financial Advisers. Members must have more than 10 years of
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
Do you have company stock through a plan with your employer? If so, don’t miss out on a possible tax planning strategy utilizing a net unrealized appr
Let’s face it – taxes aren’t fun and, although sometimes helpful, neither are the articles written about them. Now that the pressure of the 2017 tax s
You’ve heard this cautionary tale before: a lucky soul inherits a new wealth – from the lottery, from family, from fame – only to squander it before t


2350 Fruitville Rd., Ste. 201
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444 E. Hillcrest Dr., Ste. 230
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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.