Brian Walker - Financial Planner

Brian Walker - Financial Planner It is my mission to help people protect their retirement savings and prevent losses from volatile markets and rising taxes.

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
02/23/2023

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

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?
02/21/2023

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

There are hundreds of ETFs available. Should you invest in them?

Wall Street has a lot of cliches. How many do you know?
02/16/2023

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

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.
02/09/2023

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

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.
02/07/2023

Where there's a will there's a way. Don't leave your estate unattended—update your 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 earning...
02/07/2023

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 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.
02/02/2023

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

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.
01/31/2023

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

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.
01/26/2023

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

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.
01/24/2023

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

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.
01/19/2023

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

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.
01/17/2023

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

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

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