Courtland / Walker Financial Group
Get A Financial Plan That Fits.
Will Rogers once said, "Its not about how much money you make, it's about how much you don't lose..."
1635 E. Hwy 50, Suite 103
Clermont,
FL
34711
Phone:
- 352-432-5947
Fax:
- 352-432-5948
E-mail:
Newsletters
-
Beneficiary Designations: Who Gets the Money?
It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
-
What Happens to Your Time Horizon at Retirement?
When entering retirement, investment strategy typically shifts from a single, goal-based fixed time horizon to a multilayered, interrelated series of time periods.
-
Media Trends: Where Have All the Readers Gone?
The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.
Calculators
-
Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?