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.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
How to help determine life insurance needs to provide for your family after you pass away.
In the face of divorce, making changes to insurance coverage may be overlooked.
It may help your business be better prepared in the event of the death of a principal or key employee.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
It's important to understand the pros and cons when considering a prepaid debit card.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
What are your options for investing in emerging markets?
There are hundreds of ETFs available. Should you invest in them?
You’ve made investments your whole life. Work with us to help make the most of them.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
When do you need a will? The answer is easy: Right Now.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?