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.
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Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
There are common mistakes you can avoid when saving for retirement.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
There are ways to improve your physical fitness without denting your fiscal fitness.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
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
Using smart management to get more of what you want and free up assets to invest.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The market is as unpredictable as the weather. We’d love to help you prepare.
All about how missing the best market days (or the worst!) might affect your portfolio.
Make your retirement as exciting as your next vacation.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
A bucket plan can help you be better prepared for a comfortable retirement.