Susan M. Walla, CFP, EA

Investment Skill rooted in Tax Expertise

 Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

A skilled financial and tax professional, Susan Walla unites tax expertise and comprehensive financial planning to help people pursue their financial goals.  She provides guidance, support and objective advice as clients seek to build and conserve their wealth.  Susan helps you clarify your long-term goals, and uses her vast knowledge and experience to help you pursue them.

As an Enrolled Agent representing taxpayers, Susan has helped business owners and executives save money for years.  As a financial advisor, she focuses on tax-advantaged growth, guiding you to portfolio choices that seek to optimize your after-tax return. 

What a powerful fusion: a financial advisor who unites tax expertise and comprehensive financial planning to help people pursue their goals. 

 There are many opportunities and potential rewards available when you take a proactive approach to your personal financial situation. This Web site will help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. We also give you fast, easy access to market performance data.

 

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

More Calculators →

Small-Business Borrowing Update

Common financing options that small businesses often rely on to run their operations or finance expansion.

Matching the Market

A look at the many types of indexes and indexed investments tracking various segments of the economy.

HOT TOPIC: The Japanese Economy

In 2013, Japan’s economy and stock market showed promising signs of progress after 15 years of deflation.

Time for a Trust

Common types of trusts, the issues they might address, and the benefits they may provide.

More Newsletters →