Woodbury Financial Services

Welcome to Waller Insurance & Investments, Inc!
We offer Investments and Benefits for South Georgia!

At Waller Insurance & Investments we want to help you navigate your way to a secure financial future.  Whether your destination is enjoying your retirement, your children going to college, or providing your employees with adequate benefits, Ralph & Kendall Waller can assist you.  We believe the key to our success is building relationships first.  We hope you will visit our website often and take advantage of the host of research articles, newsletters, quotes, calculators, links, and  information posted about our company.

 

 Are you looking to save money on auto, home or business insurance? Contact us today for your free quote:

Email us Now!

 

 

Licensed in GA, FL, CO, AL, TN, OH

 

FINRA - www.finra.org

SIPC - www.sipc.org

Calculators

IRA Eligibility

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

Lifetime Earnings

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

Lease Interest

What's the interest rate on the lease you're considering?

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

More Calculators →

Newsletters

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

HOT TOPIC: Are Housing Troubles Standing in the Way of Growth?

In the wake of past recessions, the housing industry provided a meaningful economic boost. This time around, the pace of the recovery has been more sluggish than expected, and ongoing weakness in the housing sector may be to blame.

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

Help Keep Your Estate Out of Probate

Anyone who has seen an estate go through probate knows that it's the legal equivalent of having a tooth pulled. But just like tooth decay, probate may not be entirely avoidable.

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