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.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Around the country, attitudes about retirement are shifting.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
It's important to understand the pros and cons when considering a prepaid debit card.
The federal government requires deceased individuals to file a final income tax return.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Understanding how capital gains are taxed may help you refine your investment strategies.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your capital gains tax.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess whether you are running “in the black” or “in the red” each month.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Here is a quick history of the Federal Reserve and an overview of what it does.
A bucket plan can help you be better prepared for a comfortable retirement.
There are a few things to consider when buying or leasing your next vehicle.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.