Brian Walker - Financial Planner

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.

Data Thieves from Outer Space Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

There are hundreds of Exchange Traded Funds available. Should you invest in them?

Should You Invest in Exchange Traded Funds? There are hundreds of ETFs available. Should you invest in them?

Wall Street has a lot of cliches. How many do you know?

16 Wall Street Cliches in 60 Seconds Pundits say a lot of things about the markets. Let's see if you can keep up.

Compound interest can dramatically impact the future growth of your assets. Learn more.

How Compound Interest Works Use this calculator to better see the potential impact of compound interest on an asset.

Where there's a will there's a way. Don't leave your estate unattended—update your documents.

Critical Estate Documents Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Investors showed a buying mood in January with stocks rallying due to moderating inflation, a better-than-feared earnings season, and healthy economic data.

Monthly Market Insights | February 2023 Monthly Market Insights | February 2023 U.S. Markets Stocks rallied in January as moderating inflation, a better-than-feared earnings season, and healthy economic data put investors in a buying mood. For the month, the Dow Jones Industrial Average rose by 2.83 percent, the Standard & Poor’s 500 In...

15-year vs. 30-year: know your refinancing options.

Lots of Variables with Fixed-Rate Mortgages When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

Some diets lighten nothing but your wallet. Here’s a few to avoid.

Money Draining Food Myths These food myths will really put a drain on your wallet.

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.

When Should You Take Social Security Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Have a kid heading off to college? Here are a few tips.

A Cheat Sheet for Sending Your Kid to College Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill.

Social Security Taxes Estimate how much of your Social Security benefit may be considered taxable.

How many ways can you pay for college? Loans, grants, savings and investments, to name a few.

Saving for College This calculator can help you estimate how much you should be saving for college.

The Consumer Price Index has shown low inflation since '09. Are your prices rising faster?

Historical Inflation This calculator shows how inflation over the years has impacted purchasing power.

Ben Franklin used compound interest to make big contributions to his two favorite cities.

The Power of Compound Interest Learn how to harness the power of compound interest for your investments.

Stocks ended a volatile fourth quarter with a slight gain, helping to repair some of the damage since the beginning of the year. Read more to dive into the details of how the final quarter of 2022 ended.

Quarterly Market Insights | Q4 2022 Quarterly Market Insights | Q4 2022 U.S. Markets Stocks ended a volatile fourth quarter with a slight gain, which helped repair some of the damage since the beginning of the year. For much of the quarter, sentiment was boosted by stronger-than-expected earnings, a deceleration in inflation, and a gr...

These 6 things might make your next return a prime target for an IRS audit.

Red Flags for Tax Auditors Here are six flags that may make your tax return prime for an IRS audit.

Protecting you or your company from a civil claim may require an coverage you have never heard of.

Errors and Omissions Insurance E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.

Retiring the 4% Rule A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Information vs. instinct. Are your choices based on evidence of emotion? This piece helps answer those questions.

Emotional vs. Strategic Decisions Information vs. instinct. Are your choices based on evidence of emotion?

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Trends in Charitable Giving Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Does your business have a retirement strategy that fits your short, long-term needs?

Choosing a Retirement Plan that Fits Your Business To choose a plan, it’s important to ask yourself four key questions.

Do your financial concerns feel stressful? Take a look at this video for some best practices when it comes to your financial strategy.

Behavioral Finance An amusing and whimsical look at behavioral finance best practices for investors.

This investment account question is vital and should be answered as early as possible. Explore the reasons in this piece.

Who Is Your Trusted Contact? This investment account question is vital and answered as early as possible.

Have you considered how long-term-care costs could affect your retirement budget? Find out more.

Long-Term-Care Needs Determine your potential long-term care needs and how long your current assets might last.

Stocks surged higher in November on rising optimism that the Fed would slow down future interest rate hikes. Will we see a change in December?

Monthly Market Insights | December 2022 Monthly Market Insights | December 2022 U.S. Markets Stocks surged higher in November on rising optimism that the Fed would slow down future interest rate hikes. The Dow Jones Industrial Average gained 5.67 percent, while the Standard & Poor’s 500 Index picked up 5.38 percent. The tech-heavy Nasda...

Compare your taxable investment to a tax-deferred one. The results may surprise you.

Comparing Investments This calculator compares the net gain of a taxable investment versus a tax-favored one.

For many, retirement starts a new phase of life. Are you getting prepared for your new phase?

Saving for Retirement This calculator can help you estimate how much you may need to save for retirement.

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

Managing an Inheritance A windfall from a loved one can be both rewarding and complicated.

Are dividends a key component when evaluating investment opportunities? Learn more.

What Is the Dividend Yield? This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.

How to Make the Tax Code Work for You When you take the time to learn more about how it works, you may be able to put the tax code to work for you.