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  1. Home
  2. Archived Blog
  3. August 2019

August 2019

How Can You Take Care of Your Spouse Just in Case Something Should Happen to You?

Submitted by Watters Financial Services, LLC on August 26th, 2019

If you’re like most people, most of the time, you focus your financial efforts on maximizing your current income.

Tags:
  • beneficiaries
  • life insurance, Social security, Estate Planning
  • Read more

Checklist of Planning Issues for Nontraditional Couples

Submitted by Watters Financial Services, LLC on August 22nd, 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?

Tags:
  • cash flow
  • estate planning
  • Read more

Student Loans are a Big Deal!

Submitted by Watters Financial Services, LLC on August 2nd, 2019

Student Loans are a Big Deal!

Tags:
  • Debt Consolidation
  • Read more

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Watters Financial Services, LLC is an investment adviser in Paramus, New Jersey.  Watters Financial Services, LLC is registered with the Securities and Exchange Commission (SEC).  Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission.  Watters Financial Services, LLC only transacts business in states in which it is properly registered or is excluded or exempted from registration.  A copy of Watters Financial Services, LLC ’s current written disclosure brochure filed with the SEC which discusses among other things, Watters Financial Services, LLC ’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov. 

  

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