March 13, 2023
Tax Information & Forms
Check out our list of 2023 Client Tax Resources for updated mailing schedules, resources and forms as you prepare for tax season.
December 08, 2022
Make Long-Term Care a Part of Your Financial Plan
It is important that long-term care be addressed as part of your financial plan so you’re prepared for what life may bring.
December 08, 2022
9 Considerations for 2022 Year End Tax Planning
In addition to the continued challenges brought on by inflation and rising prices, 2022 also saw new tax laws as well as proposed additional anticipated changes in 2023. This article examines what you should be aware of as you begin to prepare for 2022 year-end tax planning.
December 08, 2022
4 Tips for Navigating Market Volatility
Market volatility is inevitable, but that doesn’t mean it isn’t concerning at times. Let’s explore some important tips and insights that may help you navigate market volatility in a smart and strategic way.
October 20, 2022
Bend, Don't Break
Our Investment Strategy Group reviews current market conditions and reinforces core investment tenets during times of market volatility.
October 18, 2022
We carved our family pumpkin this weekend. Everybody picked a feature and I carved it. That is exactly what I will do with your investment account; carve them to fit your objectives. If you portfolio isn’t unique to your specific needs, call or text Judd at 610.360.7515 and we can review your goals. #WalterInvestmentPartners #CarvingOutInvestmentStrategies #HappyHalloween
January 04, 2022
October 29, 2021
How high can home prices go and are we in a bubble?
Our Investment Strategy Group reviews the state of housing prices and what to expect in the future.
May 17, 2021
A little out of office adventure to get our adrenaline pumping. #LamborghiniHuracan #WalterInvestmentPartners
June 02, 2020
Over 30 MILLION Americans have filed unemployment claims since mid-March. If you, or anyone you know has been laid off, this may present the option to roll your employer sponsored 401K into a self-directed IRA. This has the potential to provide you with more flexibility and investment options for your future. Please feel free to reach out if you'd like more information or if we can be of assistance in any way
June 01, 2020
Be Smart About Education Savings Did you know that May 29th is National 529 Education Savings Plan Day? As the cost of education continues to climb, 5/29 Day is a great reminder of the importance of smart savings strategies to help you meet your education funding needs or goals. 529 Plans are a tax-advantaged education savings vehicle and one of the most popular ways to save for education today. Much like the way 401(k) plans revolutionized the world of retirement savings a few decades ago, 529 plans have changed the world of education savings. We can help you determine if a 529 education savings plan is the right choice for your education savings needs. Give us a call if you would like more information regarding 529 plans. Judd Walter 610.861.8418 firstname.lastname@example.org
March 17, 2020
Here's The Entire List of Education Companies Offering Free Subscriptions Due to School Closings
Keep those young minds active ... for free!
February 07, 2020
The road to 1600 Pennsylvania Avenue
January 28, 2020
3 planning alternatives to Stretch IRAs | BenefitsPRO
October 31, 2019
Carve your pumpkin like your carve your portfolio, have it unique to your needs and goals. If you portfolio looks like everyone else's, maybe we should talk. Happy Halloween from Mario, Luigi, Rachel and Judd. Call / Text Judd anytime 610 609 8001
September 04, 2019
Teach Your Children Well: Basic Financial Education
As soon as your children begin to handle money, start teaching them how to handle it wisely. Helping children learn about smart spending, earning and handling income, creating a budget, and more will set them up for financial success in the future.
July 16, 2019
Spent yesterday playing golf at the B.E.S.T. golf scramble. Met a World Series Champ, got to play with a NCAA National Champ, and shot 10 under.
October 23, 2018
We carved our pumpkin last night. Rachel drew the mouth, Greyson drew the shapes of the eyes, and Simon drew the shape for the nose. Its very unique ... if your portfolio isn't unique to your specific needs, give Judd a call at 610 861 8418 and lets chat. #WalterInvestmentPartners #CarvingOutInvestmentStrategies #HappyHalloween