Watermark Wealth Strategies:
Grow, Protect & Preserve Your Wealth
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
Watermark Wealth Video
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
How long does a $20 bill last?
Do you know where the idea of “retirement” comes from?
Knowing how insurance deductibles work can help you save money and give you peace of mind.
To choose a plan, it’s important to ask yourself four key questions.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
As our nation ages, many Americans are turning their attention to caring for aging parents.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This questionnaire will help determine your tolerance for investment risk.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Here is a quick history of the Federal Reserve and an overview of what it does.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
What are your options for investing in emerging markets?
Here are five facts about Social Security that might surprise you.