Accountable, Trustworthy, Loyal, Experience, Dedicated Team of Financial Professionals.
*Delta Jones-Walker is an Investment Advisor Representative of and offeres Securites and Investment Advisory Services through Woodbury Financial Services, Inc., Member FINRA, SIPC, and Registered Investment Adviser. Insurance services offered through Atled Financial Group, which is not affiliated with Woodbury Financial Services, Inc.
717 B Main Street • Schererville, IN 46375
(219) 513-3710 • (800) 631-4866
Newsletters
-
What Is Cyber Insurance, and Do You Need It?
Cyber attacks and loss of data can be devastating, so businesses should be proactive about addressing this risk.
-
HOT TOPIC: Manufacturing Slowdown. . .What Does It Mean for the Economy?
This article looks at some of the reasons behind the manufacturing slowdown and what it might mean for the broader U.S. economy.
-
Taming Investment Taxes
Do you know how investments are taxed and which strategies can help improve a portfolio’s tax efficiency?
-
Business or Hobby? It’s All About Taxes
The difference between a money-losing business and a hobby matters at tax time. This article presents IRS criteria for making the distinction.
Calculators
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.