HOW WALKER HELPS

IN GUIDING YOUR PATH TO RETIREMENT

CHOOSE WHAT YOUR RETIREMENT NEEDS

HOW CAN WALKER HELP?

RETIREMENT PLANNING

Can you afford to retire? What kind of retirement lifestyle will you be able to enjoy? You have saved your whole career towards this goal, but what if you are left with too much life at the end of your money?

Retirement Planning with Walker Capital is your guide through these tough questions.

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BENEFITS COORDINATION

Holistic planning for Federal Employees begins by understanding how your current Federal Benefits work, what they cost, cover, & what obstacles you may encounter. For nearly a decade Walker Capital has specialized in coordinating FERS & CSRS benefits within successful retirement plans.

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TAX PLANNING

With the national debt skyrocketing, tax planning helps Federal Retirees understand how to keep more of their hard earned money as tax rates increase in coming years.

What good is investment growth if you can’t actually enjoy it in retirement?

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INSURANCE PLANNING

When properly utilized, insurance can help protect the quality of both you & your family’s lifestyle throughout your career, in retirement, & even beyond (legacy).

Learn how Living Benefit Riders can provide flexible protection so your plan can evolve as your needs change over time.

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WHY CHOOSE WALKER?

TO guide youR PATH TO RETIREMENT

WHY CHOOSE WALKER CAPITAL?

THE RIGHT TEAM with THE RIGHT TOOLS

The Right Team

As taxes begin to rise in coming years, it is critical that a holistic retirement truly consider the impact of taxation on retirement benefits, tax-deferred savings, & Social Security – which is why WCPG planning partners tax-centric retirement consultants with our CPA to help you navigate retirement successfully!

LEARN MORE ABOUT THE WALKER TEAM

The Right Tools

WCPG’s art is the science of retirement planning! We help families around the country thrive using webinar technology to easily apply the latest in Retirement Benefits Forecasting software, tax-planning tools, budget calculators, & Risk Tolerance Assessments to help design the blueprint for a successful retirement!

LEARN MORE ABOUT THE WALKER TOOLBOX

READY TO SCHEDULE WITH THE WALKER TEAM?

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BELOW ARE A LIST OF WALKER'S UPCOMING WEBCASTS

WALKER CAPITAL UPCOMING EVENTS

Thrift SPENDING Plan

Designing Your Retirement Income

In the exciting 4th installment of the WCPG 2021 Webcast Series we are circling back to the TSP but focusing on successful strategies for the Distribution Stage of planning. This includes discussions & additional resources covering; the Outdated 4% Rule, Systematic Withdrawals vs Bucket System, the Antiquated TSP Annuity, More Flexible Alternatives & more!

Attendees will also get exclusive access to a copy of Tom's new book - FREE! Seats are limited & this is our most popular event so don't miss it!

CLICK HERE TO SAVE YOUR SEAT

Walker Capital Insurances for Federal Employees 2021 Webcast

Insurance: Legacy, Aging Gracefully, & More

In the 5th installment of the WCPG 2021 Webcast Series we are going to discuss your options for addressing LTC concerns as we age and how to coordinate your benefits with your personal coverage to achieve your Income Replacement & Legacy goals. This includes discussions & additional resources covering; the Federal LTC Insurance Program, the FEGLI, Surviving Spouse Benefit (& its impact on the FEHB), Taxation of Benefits & more!

Attendees will also get exclusive access to a personalized Retirement Benefits Forecast WITH a breakdown of FLTC Pricing Options & Alternatives - FREE! You won't want to miss out!

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Walker Capital Understanding the TSP 2021 Webcast

Understanding Your TSP

In this 6th installment of the WCPG 2021 Webcast Series we are going to take a deeper dive into the TSP & the strengths/weaknesses of the underlying funds. This includes discussions & additional resources covering; the TSP Modernization Act, the Relationship Between Risk Tolerance & Investment Timeline, Types of Risk Retirement Portfolios Face, & more!

Attendees will also get exclusive access to a personalized Retirement Benefits Forecast WITH a TSP Accumulation Report - FREE! You won't want to miss out!

CLICK HERE TO SAVE YOUR SEAT

CAN’T FIND YOUR WEBCAST TOPIC OR CAN’T MAKE IT TO AN EVENT?

CHECK OUT OUR EVENT CALENDAR & WEBCAST RECORDINGS

WALKER'S 2020 EVENTS

CLICK HERE FOR ALL THE UPCOMING EVENTS FOR WALKER CAPITAL

WEBCAST RECORDINGS

CLICK HERE FOR RECORDINGS OF OUR PAST WEBCASTS

CAN’T FIND YOUR WEBCAST TOPIC OR CAN’T MAKE IT TO AN EVENT?

CHECK OUT OUR EVENT CALENDAR & WEBCAST RECORDINGS

WALKER'S 2020 EVENTS

CLICK HERE FOR ALL THE UPCOMING EVENTS FOR WALKER CAPITAL

WEBCAST RECORDINGS

CLICK HERE FOR RECORDINGS OF OUR PAST WEBCASTS

WALKER Publications

FEATURED BLOGS & ARTICLES

The Decisive Decade: The 10-Years That Will Shape Your Retirement

There is a critical period in retirement planning, a span of roughly 10 years that largely determines the sustainability of your lifestyle throughout your retirement. This 10 year time frame has no set start age, like Medicare or Social Security, because this decisive decade is unique to each individual’s retirement date. For it is that date which marks your transition from the Accumulation Phase to the Distribution Phase of your financial lives, it is when you reach the mountaintop of wealth accumulation, retire, and begin plotting your descent route to see you safely to the journey’s end.

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Rethinking Tax Assumptions

Have you ‘insured’ your retirement against the threat of higher future tax rates? Generally, when we purchase insurance, regardless of which type, we are paying a small amount of money today (commonly referred to as premiums) to insure against a major expense or concern later. Is there a way that you can apply this same concept to insure your nest egg against future tax rate changes? In other words, is there a way you could pay a little more in taxes today to protect ourselves from potentially paying much more in taxes later?
Have you ‘insured’ your retirement against the threat of higher future tax rates?

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Surviving Spouse Benefit

I recently asked this question at one of my FERS pre-retirement seminars and saw many confused faces peering back at me. “What do you mean?” was the collective telepathic response. “Well, income continuation can be designed with purpose, can be planned out, and income for a surviving spouse can come in a number of different ‘flavors’”, I then asked again, “What kind of income do you think your spouse would like if you were to pass away?”

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