At Watson & Weldy our goal is to serve you as we would wish to be served, ensuring that we provide you with the very best customer service and the benefit of our collective experience and knowledge in the financial world. We value and hold you in the highest regard, and look forward to serving you for years to come.
The Business Cycle
How will you weather the ups and downs of the business cycle?
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Second marriages are a trigger event to revisit any existing estate strategies.
For some, the social impact of investing is just as important as the return, perhaps more important.
How long does a $20 bill last?
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps estimate your federal estate tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to better see the potential impact of compound interest on an asset.
This questionnaire will help determine your tolerance for investment risk.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Are you ready for retirement? Here are five words you should consider.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
$1 million in a diversified portfolio could help finance part of your retirement.
How does your ideal retirement differ from reality, and what can we do to better align the two?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.