Submitted by Watters Financial Services, LLC on December 20th, 2019
With the holiday season now upon us, it is a time for all of us to reflect on how much we have to be thankful for. As we have done during the past nine years, in lieu of client gifts, we pick four charities and donate $500.00 to each one. We look to our clients for guidance as to the organizations to contribute to. This year, the donations are being sent to the following organizations:
Submitted by Watters Financial Services, LLC on November 26th, 2019
Timothy Watters CFP was quoted in an article from REDFIN on How to Prepare Financially as a First Time Home Buyer:
Are you thinking of buying your first home? Before you hire a real estate agent or start house hunting, you need to take the time to prepare yourself financially.
Submitted by Watters Financial Services, LLC on November 19th, 2019
Are you confused by IRA Rules?
Are you confused by IRA Rules? Join the club!
The variety of choices leads many to bury their heads in the sand. There are Traditional IRAs, Roth IRAs, Nondeductible IRAs and Inherited IRAS and IRA Rollovers as well. This is on top of all the various retirement plans offered by employers.
Submitted by Watters Financial Services, LLC on October 9th, 2019
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.
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.