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Walden Wealth Management

(949) 825-5257

2082 Michelson Drive - Suite 103
Irvine, CA 92612

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Preparation is the Key to Retirement Retirement Accounts When You Change Your Job Timing Your Retirement What You Need to Know About Social Security

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

What's My Potential Estate Tax?

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Contributing to an IRA?

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

How Retirement Spending Changes With Time

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.

 

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?

What Can You Buy With 529 Distributions?

This article can be a helpful guide when begin preparing for education expenses.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

Saving Early & Letting Time Work For You

The earlier you start pursuing financial goals, the better your outcome may be.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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Managing Your Lifestyle

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Surprises

Making the most of surprises is a great reason to work with us.

Retirement Plan Detectives

A couple become Retirement Plan Detectives, searching records from old employers.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Rightsizing for Retirement

What does your home really cost?

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