Understanding Your Financial Future
At PYA Waltman, we take planning for your financial future, personally. Our team of expert advisors will work to help discover what is most important to you, uncover why you regard it as such, and develop a financial pathway that is directed at achieving your goals.
Our values-based team approach to financial advising and investing focuses on you first, and on your bank account second. Whether you seek professional investment consulting for your business, or personal financial counseling for yourself - PYA Waltman is a firm that will provide you with the customized guidance you have been seeking.Contact Us
A team that is dedicated to having a positive and lasting impact on the individuals who entrust us with their financial well-being.Learn More
Values-Based Planning: Listens first, talks second. Emphasizes the qualitative over the quantitative.Learn More
Investment solutions customized to help you achieve your goals.Learn More
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
How long does a $20 bill last?
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
This calculator demonstrates the power of compound interest.
Assess how many days you'll work to pay your federal tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
When should you take your Social Security benefit?
There are three things to consider before dipping into retirement savings to pay for college.
Taking your Social Security benefits at the right time may help maximize your benefit.