Tag Archives: David Walters
Private mortgage banker Doug Kenner and financial planner David Walters guide listeners through the process of buying a home, from knowing when you’re ready to budgeting for home repairs and everything in between.
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Vice president David Walters explains why prenups don’t need to be more fraught than other financial planning. David also dives into the financial planning fundamentals couples should think about before and after their wedding day.
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Vice president David Walters dispels the myth that estate planning is only for the very wealthy or very old. Discover who needs to pay estate taxes; some dos and don’ts of designating executors or trustees; the pitfalls of “sweetheart” wills; and much more.
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