Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer. Investment services are offered by Walter T Samuelson through his affiliation with Avantax.
Helpful Content
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
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A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?