Broker Check

 
925 Harvest Drive, Suite 170
Blue Bell, Pennsylvania 19422

215-540-0966
wallas@hdvest.net

What to Do When You Lose Your Wallet 16 Wall Street Cliches in 60 Seconds The Junk Drawer Approach to Investing

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—I can help you address your most pressing money questions.

My first priority is your overall financial success. By learning more about your personal situation, identifying your dreams and goals, and understanding your tolerance for risk, I can better help you. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

This site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. I'll get back to you quickly with a thoughtful answer.

Helpful Content

Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Inflation - Back to the Future

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

Estimating Your Estate Taxes

Estimating Your Estate Taxes

Estate tax laws have changed a few times in recent years. Do you know the new rules?

 

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

4 Reasons for the Return of Market Volatility

Why have the markets been so volatile recently?

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

View all articles arrow

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Paying Off a Credit Card

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

What Is My Current Cash Flow?

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

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Doubling Your Money

This calculator demonstrates the power of compound interest.

View all calculators arrow

Principles of Preserving Wealth

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

View all presentations arrow

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

A Bucket Plan to Go with Your Bucket List

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

February 2018 Top Five

2018 could be shaping up to be an interesting year.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

View all videos arrow