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 fact, the 16th Annual Retirement Survey put out by Transamerica Center for Retirement Studies found that 51% of people plan to keep working in retirement1. Luckily, the Social Security system allows you...
– Exclusive Event Held This Year at St. Regis Monarch Beach, Dana Point, CA – –Brings Together Top LPL Financial Advisors Serving Affluent Families and Institutional Clients – Sarasota, FL – May, 2016 – Walsh & Associates, an independent wealth management firm announced today that Joseph Walsh, Jr., CEO Wealt...
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 surprising - according to Standard & Poor’s Ratings Services Global Financial Literacy Survey, only 57% of U.S. adults are considered financially literate1. That means 43% of the United States popula...
While the task of organizing your financial records may seem like a tedious and unappealing afternoon-long chore, we highly recommend taking the time to do so. Keep in mind, your recordkeeping system doesn’t have to be complicated. As long as you understand it and can maintain it, that’s good enough! Here are some guidelines to follow to make the o...
1. How big of a benefit is it really?It would cost a 66 year old man approximately $575,000 to purchase a joint life immediate annuity that generates $2,000 per month in income with 3% cost of living increases according to a CANNEX quote I ran in 2015. Social security can be one of your largest assets and getting it right is very important. ...
In a world overflowing with financial advice, like when you should start contributing to a 401(k), or how much you should be saving now to become a millionaire by 60, and so on and so forth – sometimes it’s good to get a new perspective. That’s why we’d like to present you with some financial advice from the other end of the...