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
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
A few strategies that may help you prepare for the cost of higher education.
Ascertaining the value of your business is important for a variety of reasons.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
How long does a $20 bill last?
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess whether you are running “in the black” or “in the red” each month.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to compare the future value of investments with different tax consequences.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Smart investors take the time to separate emotion from fact.
What is your plan for health care during retirement?
Here is a quick history of the Federal Reserve and an overview of what it does.