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.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Gaining a better understanding of municipal bonds makes more sense than ever.
Your credit score may influence how much you pay for auto and home insurance.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Knowing the rules may help you decide when to start benefits.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
This calculator can help you estimate how much you may need to save for retirement.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
A special needs trust helps care for a special needs child when you’re gone.
A bucket plan can help you be better prepared for a comfortable retirement.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
How does your ideal retirement differ from reality, and what can we do to better align the two?
What if instead of buying that vacation home, you invested the money?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.