Courtland / Walker Financial Group
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Will Rogers once said, "Its not about how much money you make, it's about how much you don't lose..."
Newsletters
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ABLE Accounts for Disability Expenses
Explore ABLE account requirements and potential benefits, including new saving opportunities under the 2017 tax law.
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Life Insurance Strategies: Reasons Empty Nesters May Want Permanent Coverage
As policyholders age, life insurance could help supplement retirement income, support a surviving spouse, and/or leave a legacy.
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Qualified Longevity Annuity Contracts (QLACs)
Worried your retirement might outlast your savings? A qualified longevity annuity contract could provide an income stream later in life.
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Steps to Help Lower Capital Gains Taxes
Discover how the step-up in basis provision may help reduce capital gains taxes and preserve the value of assets left to heirs.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.