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.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
How to Bake a Pie-R-A
Roth IRAs are tax advantaged in a different way from traditional IRAs.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
There are common mistakes you can avoid when saving for retirement.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Knowing the rules may help you decide when to start benefits.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess whether you are running “in the black” or “in the red” each month.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help determine whether it makes sense to refinance your mortgage.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Estate conservation is too important to put off. Do you have a smart exit strategy?
With alternative investments, it’s critical to sort through the complexity.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Women must be ready to spend, on average, more years in retirement than men.
There are three things to consider before dipping into retirement savings to pay for college.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?