Delre & Associates Financial Services

Maria D. Delre-Walsh
CPA/ PFS, MST

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Financial Planning Services for Individuals and Business including :

Ø      Personal Financial Planning Services for Individuals
       Ø      Retirement Planning
       Ø      Estate Planning
       Ø      Tax Planning
       Ø      Risk Management, including Life and Disability Insurance
       Ø      Investment Planning
             • Professional Money Managers and Traditional Investment Accounts
             • Consolidated Account Holdings offered through Statement One

Ø      Business Benefits and Valuation
       • Group Health, Dental and Disability Insurance
       • Retirement plans, including 401(k), 403(B), SEP and Simple Plans
       • Voluntary Supplemental Plans
       • Section 125 Cafeteria Plans

Learning Center

Articles

Educate yourself on a variety of financial topics.
Calculators

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Newsletters

Timely Newsletters to help you stay current.
E-Seminars

Animated presentations to help you learn and decide.
Glossary

Financial terms from A to Z.

Calculators

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Lease Payment

How much would your monthly lease payment be?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

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Newsletters

World of Opportunity

It may be tempting to think that investing at home is enough, but that kind of thinking misses opportunities that may be available through foreign investments.

Tolerating Risk

Whether you are a conservative investor or an aggressive one, it’s likely there are mutual funds that match your risk tolerance.

Election Year Antics

As we enter a campaign cycle that is already unlike others we’ve seen, we can expect to see out-of-the-ordinary behavior by everyone from policymakers to Wall Street traders.

Should Your Portfolio Have a Conscience?

Socially responsible investing has been around at least since the 1960s, but it seems to be getting more attention lately.

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Market Watch

July 23, 2008 @ 05:14 PM

Dow Jones Industrials	11,632.38	+ 29.88
Nasdaq Composite	2,325.88	+ 21.92
Nasdaq 100	1,845.56	+ 23.94
S&P 500	1,282.19	+ 5.19
S&P Mid-Cap 400	816.89	+ 0.73
S&P Small-Cap 600	376.47	+ 1.90
Russell 2000	719.19	+ 2.37
NYSE Composite	8,580.57	+ 13.92
10 Year Treasury Note	4.15	+ 0.05
Wilshire 5000	13,086.51	+ 38.10

[ Markets | Charts | Quotes | Portfolio ]

Securities offered through Waterstone Financial Group, Member FINRA/SIPC,500 Park Blvd, Suite 800, Itasca, IL 60143. Financial Planning provided by Waterstone Financial Group, a Federally Registered Investment Adviser. Delre & Associates and Waterstone Financial Group are independent companies. This communication is strictly intended for individuals residing in the states of Illinois, Georgia, Indiana, Louisiana and Washington where Maria Delre-Walsh is currently registered to conduct securites and investment advisory business. No offers may be made or accepted from residents outside of these states. Past performance is no guarantee of future results.