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Click here to learn more about our financial professionals by visiting FINRA's
BrokerCheck.


(949) 825-5257

2082 Michelson Drive - Suite 103
Irvine, CA 92612

Get Driving Directions



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HOW TO BAKE A PIE-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Learn More


BULL AND BEAR GO TO MARKET

Learn about the difference between bulls and bears—markets, that is!

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PREPARATION IS THE KEY TO RETIREMENT

The simplest ideas can sometimes make a massive difference over time. Enjoy this
brief video to learn more.

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RETIREMENT ACCOUNTS WHEN YOU CHANGE YOUR JOB

This video discusses issues related to your retirement accounts when you move on
from your job.

Learn More

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 YOUR INVESTMENT IQ?

You make decisions for your portfolio, but how much do you really know about the
products you buy? Try this quiz


SHOULD I ACCEPT A FREE CREDIT LOCK?

Learn the ins and outs of credit locks, freezes, and more.


MY RETIREMENT SAVINGS

Estimate how long your retirement savings may last using various monthly cash
flow rates.

 
 * Articles
 * Calculators
 * Videos

THE GREAT DEBATE CONTINUES: ACTIVE VS. PASSIVE

In investments, one great debate asks the question, “Active or Passive
Investing: Which Is Better?”

MAKING SENSE OF A HOME WARRANTY

Understanding the value of a home warranty.

PREVENT A RIFT: MONEY TIPS FOR NEWLYWEDS

Couples may be able to head off many of the problems in a marriage that money
can cause.

SPOTTING CREDIT TROUBLE

The wise use of credit is a critical skill. These 10 questions will help you
assess your skill level.

DOES YOUR CHILD NEED TO FILE AN INCOME TAX RETURN?

When your child has income, there’s a good chance that he or she will need to
report it and pay taxes.

HEALTHCARE COSTS IN RETIREMENT

Without a solid approach, health care expenses may add up quickly and
potentially alter your spending.

VIEW ALL ARTICLES

CAPITAL GAINS TAX ESTIMATOR

Use this calculator to estimate your capital gains tax.

WHAT IS THE DIVIDEND YIELD?

This calculator helps determine your pre-tax and after-tax dividend yield on a
particular stock.

FEDERAL INCOME TAX

Use this calculator to estimate your income tax liability along with average and
marginal tax rates.

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.

BI-WEEKLY PAYMENTS

This calculator estimates the savings from paying a mortgage bi-weekly instead
of monthly.

INTERESTED IN A FUEL EFFICIENT CAR?

Estimate how many months it may take to recover the out-of-pocket costs when
buying a more efficient vehicle.

VIEW ALL CALCULATORS

SAFEGUARD YOUR DIGITAL ESTATE

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

WHEN SPECIAL CARE IS NEEDED: THE SPECIAL NEEDS TRUST

A special needs trust helps care for a special needs child when you’re gone.

THE OTHER SURE THING

Though we don't like to think about it, all of us will make an exit sometime.
Are you prepared?

INFLATION AND YOUR PORTFOLIO

Even low inflation rates can pose a threat to investment returns.

KEEPING UP WITH THE JONESES

Lifestyle inflation can be the enemy of wealth building. What could happen if
you invested instead of buying more stuff?

BEHAVIORAL FINANCE

An amusing and whimsical look at behavioral finance best practices for
investors.

VIEW ALL VIDEOS





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Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.

Copyright 2024 FMG Suite.



Securities and investment advisory services offered through Osaic Wealth, Inc.,
member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or
marketing names, products or services referenced here are independent of Osaic
Wealth.

This communication is strictly intended for individuals residing in the states
of AZ, CA, CO, FL, HI, NJ, NY, OH, WA, WV, WY. No offers may be made or accepted
from any resident outside the specific state(s) referenced.



CONTACT

Walden Wealth Management, LLC

Office: (949) 825-5257 Fax: (949) 861-9844

2082 Michelson Drive
Suite 103
Irvine, CA 92612

cookie@waldenwealthmgt.com



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