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How Much Do You Know About Social Security Retirement Benefits?

Submitted by Watters Financial Services, LLC on June 5th, 2017

Quiz: How Much Do You Know About Social Security Retirement Benefits?

Social Security is an important source of retirement income for millions of Americans, but how much do you know about this program?

How can you save for retirement even if you don't have a 401(k) plan?

Submitted by Watters Financial Services, LLC on May 1st, 2017

How can you save for retirement even if you don't have a 401(k) plan?

A company’s 401(k) plan is a great savings tool. An employer’s 401(k) plan that offers a match can jumpstart your savings. Having a savings plan at work makes it easier to stay committed to saving money on a regular basis.

Saving money is always a challenge. Find Out How to do it

Submitted by Watters Financial Services, LLC on April 19th, 2017

Saving money is always a challenge. The first step to setting up a savings program is to find out how you are currently spending your money. To start, I would encourage you to use Quicken ormint.com which will help you get a better handle on where your money is going.

Should you rollover a 401(K) plan into an IRA and should you rollover old 401(K) s into your new employer’s 401(k) plan?

Submitted by Watters Financial Services, LLC on February 28th, 2017

Many people have 401(k) plan accounts from previous employers and they are not sure whether they should roll these funds over to their new employer’s 401(k) plan or to rollover these funds to an IRA account.

Beware Cybercrime

Submitted by Watters Financial Services, LLC on January 27th, 2017

Over the last few years, we have seen a dramatic rise in fraudulent email requests to take funds out of our client’s accounts.

This type of fraud used to be easy to pick out.

Myths in Financial Planning

Submitted by Watters Financial Services, LLC on November 17th, 2016

There are many myths in Financial Planning.

My personal favorite is the myth that the Last Will and Testament overrides your beneficiary assignments.

Often a client will go to the effort of meeting with an attorney and drawing up a perfectly adequate Last Will and Testament only to have it un

Should a Millennial Rent or Buy?

Submitted by Watters Financial Services, LLC on September 14th, 2016

What to Consider when Buying a Home

For millennials, the decision of whether to buy has never been harder. Many millennials are in a financially weak position because of the aftermath of the Credit Crisis and student loan debt.

Saving Money Is One Of The Hardest Things To Do !

Submitted by Watters Financial Services, LLC on August 29th, 2016

Saving money is one of the hardest things to do for most people. I find automatic savings programs are a great way to help people to reach their savings goals and make managing their cash flow less chaotic as well..

Avoid Financial Blunders as You Get Closer to Sending Your Child to College

Submitted by Watters Financial Services, LLC on August 10th, 2016

Every parent feels nothing but guilt as they get closer to sending their children to college and it's that guilt that causes people to make a financial blunders. I am sure you have heard the old saying, you can always borrow money to go to college but you can never borrow money to retire.

Here are a few of the big mistakes that I have seen:

Saving For Your Child’s College Education

Submitted by Watters Financial Services, LLC on July 22nd, 2016

All parents struggle to find the funds to send their children to college. Clients often ask us for help on this topic.

How Much Do You Know About Social Security Retirement Benefits?

Quiz: How Much Do You Know About Social Security Retirement Benefits?

How can you save for retirement even if you don't have a 401(k) plan?

Saving money is always a challenge. Find Out How to do it

Should you rollover a 401(K) plan into an IRA and should you rollover old 401(K) s into your new employer’s 401(k) plan?

Beware Cybercrime

Myths in Financial Planning

Should a Millennial Rent or Buy?

What to Consider when Buying a Home

Saving Money Is One Of The Hardest Things To Do !

Avoid Financial Blunders as You Get Closer to Sending Your Child to College

Saving For Your Child’s College Education

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Quiz: How Much Do You Know About Social Security Retirement Benefits?

What to Consider when Buying a Home

Contact Us

When you are ready, we are here to help.