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
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
A Meal for All Generations
When it comes to generational differences, knowing the facts can be difficult.
The Three Keys to a Great Password
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Strategies for Managing Student Loan Debt
Five strategies for managing your student debt.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
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What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
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4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.