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
When Markets React
When markets shift, experienced investors stick to their strategy.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Good employee health can be great for the company’s bottom line.
Term insurance is the simplest form of life insurance. Here's how it works.
Do you have an estate strategy? You should.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Pundits say a lot of things about the markets. Let's see if you can keep up.
What are your options for investing in emerging markets?
Do you know these three personal finance sayings?
Here is a quick history of the Federal Reserve and an overview of what it does.
Do you have causes that you want to support with donations? Here are three tips.
Agent Jane Bond is on the case, cracking the code on bonds.