Brian Walker - Financial Planner

Brian Walker - Financial Planner

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16 Wall Street Cliches in 60 Seconds 02/16/2023

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.

How Compound Interest Works 02/09/2023

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.

Lots of Variables with Fixed-Rate Mortgages 02/02/2023

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.

When Should You Take Social Security 01/26/2023

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.

Social Security Taxes 01/19/2023

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.

Saving for College 01/17/2023

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.

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17782 17th Street # 206
Tustin, CA
92780