Smart investing doesn’t have to be complicated investing. Understanding strategies may help you avoid common pitfalls.Learn More
Where will your retirement money come from? A sound approach involves closely looking at potential retirement-income sources.Learn More
Wondering which plan is right for your future scholar? Don’t let doubt or uncertainty lead to indecision. Put time on your side by starting early.Learn More
A sound insurance program can help protect your family from the financial consequences of unexpected events.Learn More
Understanding Today’s Financial Environment
Welcome to Walden Investment Services located at Walden Saving Bank. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
*Pictured from left to right: Garry Michel, CFP® AVP, Financial Advisor, Derrik Wynkoop President & CEO of Walden Savings Bank, Financial AdvisorContact Us
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
One way to find money is to examine your current spending habits and eliminate money wasters.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
It may help your business be better prepared in the event of the death of a principal or key employee.
For many, retirement includes contributing their time and talents to an organization in need.
Purchasing homeowners insurance is critical for protecting your home.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much you have the potential to earn during your working years.
Estimate how much of your Social Security benefit may be considered taxable.
Assess how many days you'll work to pay your federal tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator shows how inflation over the years has impacted purchasing power.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
How do the markets usually react to elections? Was the 2016 election any different?
Here are five facts about Social Security that might surprise you.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Understanding the cycle of investing may help you avoid easy pitfalls.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
If you died, what would happen to your email archives, social profiles and online accounts?