Brian Walker - Financial Planner

Brian Walker - Financial Planner

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

Data Thieves from Outer Space 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.

Data Thieves from Outer Space Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

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.

Critical Estate Documents 02/07/2023

Where there's a will there's a way. Don't leave your estate unattended—update your documents.

Critical Estate Documents Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Monthly Market Insights | February 2023 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 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...

Money Draining Food Myths 01/31/2023

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

Money Draining Food Myths These food myths will really put a drain on your wallet.

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