Broker Check

Twitter LinkFacebook Link
Our Building / Office Archbold Clock A Bucket Plan to Go with Your Bucket List

Welcome

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.

Helpful Content

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Once Upon a Goal

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

A Penny Saved is Two Pennies Earned

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

 

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

View all articles arrow

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

View all calculators arrow

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Rightsizing for Retirement

What does your home really cost?

View all videos arrow