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You may have seen the news…TD Ameritrade is eliminating base commissions for online exchange-listed stock, ETF (domestic and Canadian), and options trades, moving from $6.95 to $0.00. TD Ameritrade Institutional has been a valued strategic partner to our firm and we’re thrilled by their move to lower the cost of investing and trading for you. The change goes into effect on October 3, 2019.
Checklist of Planning Issues for Nontraditional Couples
Three primary questions to keep in mind:
o What are the implications of being “legal strangers” (unrelated parties) versus being legally married partners? (e.g. no spousal social security benefits, no automatic right to inherit).
o What would happen if one of the partners died?
Student Loans are a Big Deal!
Timothy Watters was recently quoted in an article for Financial Advisor Magazine. Check it out: https://www.fa-mag.com/news/a-critical-choice-45538.html
Watters Financial Services was recently profiled in the NAPFA Advisor Magazine: https://www.napfaadvisor-digital.com/napfm/0519_may_2019/MobilePagedArti....