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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 Advisor

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To Catch a Thief

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The Anatomy of a Supplemental Health Plan

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Should You Choose a Fixed or Variable?

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However exciting retiring abroad may sound, it deserves considerable planning.

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It's important to understand how inflation is reported and how it can affect investments.

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Understanding Marginal Income Tax Brackets

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Enter various payment options and determine how long it may take to pay off a credit card.

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Estimate how long your retirement savings may last using various monthly cash flow rates.

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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Use this calculator to assess the potential benefits of a home mortgage deduction.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Assess whether you are running “in the black” or “in the red” each month.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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The importance of life insurance, how it works, and how much coverage you need.

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How federal estate taxes work, plus estate management documents and tactics.

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Principles that can help create a portfolio designed to pursue investment goals.

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

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Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

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