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.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
When considering life insurance, it's important to understand your options.
What’s the deal with your yearly free credit report?
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much you have the potential to earn during your working years.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
If you died, what would happen to your email archives, social profiles and online accounts?
$1 million in a diversified portfolio could help finance part of your retirement.
Women must be ready to spend, on average, more years in retirement than men.