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.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
The true cost of raising a child may be far more than you expect.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
How to help determine life insurance needs to provide for your family after you pass away.
Tax preparation may be the perfect time to give the household budget a check-up.
A quick look at how federal income taxes work.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you may need to save for retirement.
Estimate your monthly and annual income from various IRA types.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Have you found yourself suddenly single? Here are 3 steps to take right now.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
What does your home really cost?
Taking your Social Security benefits at the right time may help maximize your benefit.
That big list of dreams and goals isn't the only way to look at your bucket list.