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Blogs

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Michael Shanley | Aug 8, 2024

A Guide to Pensions & Retirement Benefits

Retirement
Investments
Tax Planning

How much do you really know about retirement benefits?

If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement

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Digital art image of a business person looking through a large set of binoculars.
Michael Shanley | Aug 7, 2024

3 Investment Factors that Don’t Drive Long-term Returns

Investments

As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many investors focus on things that cause short

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An elderly woman wearing brightly colored, hip clothing doing a funny pose.
Michael Shanley | Jul 1, 2024

Longevity in Retirement & What You Should Know

Investments
Retirement
Finance
Savings

How many years will your retirement last?

What are the chances you’ll live past 90?

Most of us answer those questions wrong because we don’t have strong longe

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Professional-looking man sitting in an office. There is a laptop and a stack of files in front of him.
Michael Shanley | Aug 23, 2022

Why Should I Work With a Financial Advisor?

Investments
Financial Advice
Finance
Retirement
Savings
Asking why you would or should work with a financial advisor is the wrong question to be asking. Why do people look up healthy recipes? Why don't they look up
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A crosswalk sign in a city. A red hand on the sign is lit up, signaling people to stop
Michael Shanley | Jul 9, 2022

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
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Financing Long-Term Care: Your Options Explained
Walnut Peak Financial Consulting | May 2, 2022

Financing Long-Term Care: Your Options Explained

Health
Insurance
Long-Term Care
Finance
It's not always pleasant to think about the possibility of needing long-term care, but it's a necessary part of getting older.
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Our Office

350 Lincoln St, Suite 2400
Hingham MA 02043

Contact Us

E: mshanley@walnutpeakfinancial.com
TF: 617-365-7269

   

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Advisory services offered through Lincoln Investment or Capital Analysts Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. Walnut Peak Financial Consulting and the above firms are independent and non-affiliated.

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Tax, legal, or Social Security claiming advice is not offered through, nor supervised by Lincoln Investment or Capital Analysts.

This site has been prepared solely for information purposes and is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission, and Lincoln Investment is registered as a broker-dealer in all 50 states. Lincoln Investment, Capital Analysts and their Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements.

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