Walker Wealth Management LLC

12/26/2024

The sooner you begin investing, the longer your money can work for you.

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

12/24/2024

12/17/2024

Are you on the fence about working with a financial professional? This video will give you some food for thought. Watch here:

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

12/12/2024

Preparation can sometimes be all you need to make the impossible, possible.

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

12/04/2024

Turning to coaches for advice is a smart thing to do. We'd like to be one of those coaches.

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

11/27/2024

Wishing you and your family a wonderful Thanksgiving weekend!

11/26/2024

In the world of finance, the effects of the "confidence gap" can be especially apparent.

In the world of finance, the effects of the

11/19/2024

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.

Bucket lists don’t have to be for tomorrow.

11/12/2024

Consider a bucket plan to go with your bucket list.

A bucket plan can help you be better prepared for a comfortable retirement.

11/07/2024

Did you know that 1 in 5 Americans have inactive 401(k)s worth thousands of dollars? Don't let your hard-earned money go to waste! Here's how to reclaim yours.

How to find a lost 401(k):
1. Contact your old employer's HR department
2. Check old 401(k) statements for account details
3. Use look-up databases like the National Registry of Unclaimed Retirement Benefits or the National Association of Unclaimed Property Administrators
4. Check the Department of Labor's abandoned plan database

Once you've located your plan, you can:
🔁 Request a direct rollover to your new employer's plan
💼 Transfer the funds into an existing IRA
🤔Cash it out (but beware of taxes and penalties)


Source:

Rolling over an old 401(k) into a new plan can be a pain, but it's typically worth the hassle.

11/05/2024

The average lasts for 18 years. Are you prepared to fill that many days?

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?