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
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Even if you’re young and single, you should still consider protecting yourself.
Here are five facts about Social Security that are important to keep in mind.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Even low inflation rates over an extended period of time can impact your finances in retirement.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
This calculator helps estimate your federal estate tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how long your retirement savings may last using various monthly cash flow rates.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Around the country, attitudes about retirement are shifting.
Even low inflation rates can pose a threat to investment returns.
Making the most of surprises is a great reason to work with us.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.