Welcome From
Michael G. Walters, CFP™
A Comfortable Long term relationship with a financial professional can pay off in many ways. You can benefit from making informed decisions for important issues with the help of a financial professional. You can simplify your life and focus on your goals when specialized assistance is readily available. But you`ll really appreciate the independence that comes from knowing you have a trusted professional working for you.
From our site you can gather current news on individual investments. Maintain and update your own personal portfolio, and send us a message or question. As well as keeping up to date relevant financial topics through our on line newsletters.
We encourage you to email us at mwalters@walterswealthadvisors.com or contact us directly by phone at 269-668-7526.
Thanks for being here!! We appreciate your visit!!
Helpful Content
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
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The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
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A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.