Watermark Wealth Strategies:
Helping to 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
When Do You Need a Will?
When do you need a will? The answer is easy: right now.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Your DNA Test
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
This worksheet can help you estimate the costs of a four-year college program.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Calculating your potential Social Security benefit is a three-step process.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your capital gains tax.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
What if instead of buying that home, you invested that money?
$1 million in a diversified portfolio could help finance part of your retirement.
What does your home really cost?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.