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.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
This calculator compares the net gain of a taxable investment versus a tax-favored one.
It's important to make sure your retirement strategy anticipates health-care expenses.
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
It's important to understand how inflation is reported and how it can affect investments.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Learn when it may not make sense to file a claim on your home insurance.
To choose a plan, it’s important to ask yourself four key questions.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate your monthly and annual income from various IRA types.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
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 growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
If you died, what would happen to your email archives, social profiles and online accounts?
What does your home really cost?
What is your plan for health care during retirement?