Please join us in welcoming back our Operations Associate, Carolynn Cox. Carolynn has been with Walker Wealth Strategies since October 2016, for over two years. In November 2018 she moved to Oregon but has moved back to Orange County and is working for us again. We are excited for her return! Carolynn has several yearsRead More
The Twists and Turns of Social Security This all-important retirement income source is tricky, especially around times of transition. April 2, 2019 Social Security is complicated. This world of confusion stems from all the factors that have to be accounted for, including your age, income, marital status, health and life expectancy. With Social Security accounting forRead More
First Quarter of 2019 Calls for Cautious Optimism Paying due attention to the yield curve inversion, Raymond James professionals estimate a 25% chance of a recession in the next year. April 1, 2019 Economic reports that were delayed due to the government shutdown have trickled in to reveal the economy slowed a bit more thanRead More
February Takes a Slow – yet Promising – Pace The S&P 500 has now soared 19% since its Christmas Eve low. February 28, 2019 While factors including the partial government shutdown and trade policy uncertainty brought us into the New Year with increased downside risks, February seemed more promising, points out Raymond James Chief EconomistRead More
Last weekend, we had a cooking class event and the theme was “Evening in Bangkok”. Everybody had a great time cooking Thai food, which included Tom Ka Pak (Thai Coconut Vegetable Soup), Pad Thai Noodles, Papaya Salad (Som Tum), and Mango Sticky Rice. We enjoyed learning new recipes and tasting the many delicious flavors ofRead More
Strategies for Paying an Unexpected Tax Bill Surprised by a tax bill this year? Consider ways to pay without interrupting your financial plan. February 26, 2019 Filing season is underway, and many working Americans are already receiving their refunds – the first since the new tax legislation went into effect. The new law (in conjunction with any adjustments you may haveRead More
Double-Check Before Filing Your IRS Return It may seem like common sense, but going back over the information you enter may be the most important part of your tax filing duties. January 24, 2019 It’s tax time. And as you work with your advisor or tax preparer to maximize your refund, or at least minimizeRead More
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