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Living Trust, Living Hell?

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One of the biggest fears Savers have is passing away and leaving a mess behind…

Is Your 401(k) “Out-Of-Balance”?

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More often than not, Savers approaching retirement have little clue how much risk could be…

What Does a New Set of Tires Have to Do With Money Managers?

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Let's say you walk into a tire store to purchase a new set of tires.…

The #1 Fear of Americans Just Got Replaced

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For years, the number one fear of hard-working Savers was running out of money; that…

Which Investments Are Right for Savers and Which Are Not?

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Armed with a degree in psychology, Tony created The 3 Personalities of Money® to help…

Is a Roth Conversion Right For You? Two Examples!

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With future taxes on your 401(k) possibly going thru the roof, it might make sense…

The “Pre-Tax” vs. “Roth” Garages- Where Should You Park Your Money?

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With our nation's debt through the roof and trillions of dollars stockpiled in tax-infested 401(k)…

The Five “Windows of Opportunity”

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Often times, advisors will suggest putting all of your money into investments or all of…

Is Now the Time to Give Money to Your Kids and Grandkids?

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Over the past 37 years in meeting with over 15,000 Savers, Tony has learned that…

What’s Up With All These Free Dinner Seminar Invitations?

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If you are over the age of 55, chances are you're being bombarded by complete…

How to Read an Annuity Allocation Statement

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If you're a current owner of a fixed indexed annuity, you know that once per…

Want a Deep Dive into Tony Walker Financial?

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For the vast majority of Savers, the days of working 30 years for the same…

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