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.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
U.S. Personal Savings Rate
What can be learned from the savings rate?
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Explore the growing influence women wield over the economy with this handy infographic.
Five strategies for managing your student debt.
Currency has been around for a long time. Here’s a quick history lesson.
A change in your mindset during retirement may drive changes to your portfolio.
Tips to avoid checking in luggage on your next vacation.
This calculator can help you estimate how much you may need to save for retirement.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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
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.
Using smart management to get more of what you want and free up assets to invest.
What are your options for investing in emerging markets?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Pundits say a lot of things about the markets. Let's see if you can keep up.
Here’s a crash course on saving for college.
Do you have causes that you want to support with donations? Here are three tips.