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Walden Wealth Management

(949) 825-5257

2082 Michelson Drive - Suite 103
Irvine, CA 92612

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When Markets React Behavioral Finance Should You Tap Retirement Savings to Fund College? Should You Ever Retire?

Please feel free to explore this site to gain a better understanding of our firm and how we help our clients plan for and meet their financial goals. If you are looking for an investment professional to provide education for your company’s retirement or pension plan, you have come to the right place. If you are a successful individual looking for a financial professional, you are in the right place. We appreciate your visit.

- Cookie Walden

Helpful Content

Bull & Bear Markets: A Timeline

Bull & Bear Markets: A Timeline

This helpful infographic will define bull and bear markets, as well as give a historical overview.

Deciding When to Take Social Security

Deciding When to Take Social Security

One of the most common questions people ask about Social Security is when they should start taking benefits.

The Richest Man in Babylon

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

 

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

Retirement Is a Beginning

Key questions to answer when you are considering retirement.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

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The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

How Much Do I Need To Retire?

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

What Is the Dividend Yield?

Calculate the dividend yield of a holding and see what that means for income over time.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

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The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Stay Safe with a Business Owner's Policy

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

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