Walker and Associates, A private wealth advisory practice of Ameriprise

05/08/2026

Paying for your children’s college doesn’t have to delay your retirement.

We're here to help you find the right balance for both, so you can stay on track without losing sight of what matters most – your family’s future.

05/04/2026

Wondering what today’s market headlines really mean for the economy going forward?

On May 12 at 12 PM, we’re hosting our May Market & Economic Update to help make sense of:
✔️ Recent economic data
✔️ Market shifts
✔️ Trends that may shape the months ahead
If staying ahead of the curve matters to you, this is a session you won’t want to miss.

Learn about upcoming financial seminars and financial events in Charlotte, NC, hosted by financial advisor: Mark Walker.

05/02/2026

Tax season tip 💡​

If you had significant medical or dental expenses last year, some out‑of‑pocket costs may be deductible — and could help lower your overall tax bill.​

While filing:​
✅ Gather receipts for qualifying medical visits, procedures, or treatments​
✅ Review whether expenses exceed the applicable threshold for deduction

04/26/2026

An estate plan allows you to leave all or a portion of your wealth to a charity of your choice – and make a difference beyond your lifetime. https://bit.ly/3wxrbaD

04/25/2026

If you plan to pass on your wealth to loved ones upon your death, the estate planning process can help you reduce the impact of taxes on your assets. https://bit.ly/3wxrbaD

04/23/2026

End-of-life care is a difficult but important conversation to have between you and your loved ones. An estate plan allows you to specify your final wishes and establish special arrangements for your remains. https://bit.ly/3wxrbaD

04/21/2026

April is Financial Literacy Month, a great reminder that financial confidence is built, not born.

Understanding the basics like budgeting, saving, investing, and managing debt empowers people to make informed decisions at every stage of life. Small steps today can lead to long term stability and opportunity tomorrow.

This month, consider taking one action to strengthen your financial knowledge. Read a trusted article, ask questions, review your goals, or schedule time with a professional who can help you create clarity and confidence.

Financial literacy is not about perfection. It is about progress.



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04/20/2026

Honored to be named to Forbes’ 2026 Best-in-State Wealth Advisors list! Our goal is simple: provide clarity, guidance, and strategies that empower confident financial decisions. This recognition reflects the trust you place in us every day—thank you to our amazing clients and team!

Grow your financial confidence with the help of Walker and Associates. Learn how our team operates as part of the community in Charlotte, NC

04/19/2026

By setting your own estate plan, you can avoid going through probate – a court process that would release your records publicly. https://bit.ly/3wxrbaD

04/16/2026

With a documented estate plan, you decide the fate of your assets based on factors you feel are most important. https://bit.ly/3wxrbaD

04/14/2026

Real estate plays a powerful role in your overall financial picture. From cash flow to long term wealth, the right strategy can help you move forward with clarity and purpose. Knowledge is key.

https://bit.ly/4dOqZLC