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 HDVest.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Gaining a better understanding of municipal bonds makes more sense than ever.
Lifestyle considerations in creating your retirement portfolio.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the financial impact of leasing versus buying an automobile.
This questionnaire will help determine your tolerance for investment risk.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Here are five facts about Social Security that might surprise you.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Take a look at this 2017 Market Recap.
Taking your Social Security benefits at the right time may help maximize your benefit.