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

Submitted by Watters Financial Services, LLC on August 11th, 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 23rd, 2016

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

Paying Off Student Loans

Submitted by Watters Financial Services, LLC on June 6th, 2016

At Watters Financial Services, one topic that comes up often in client communication is student loan debt. We see many clients struggling to pay off their personal student loan debt or their children’s debt. There are many choices for repaying student loans.

What Benchmark Should I Use to Evaluate My Portfolio?

Submitted by Watters Financial Services, LLC on April 15th, 2016

The following brief article takes a look at some of the benchmark issues associated with assessing portfolio performance. It is an interesting article for anyone who has questions about how to evaluate their investment performance.

Moving Money Electronically -- Your Protections and Risks

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

As electronic banking increasingly becomes the favored means of moving money, the security risks posed by online transfers continue to proliferate. At Watters Financial Services, LLC we strive to educate all of our clients about identity theft. This article from Wealth Management Systems Inc. provides many important facts about fraud prevention and moving money online.

Are There Gaps in Your Insurance Coverage?

Submitted by Watters Financial Services, LLC on February 15th, 2016

February, 2016
Watters Financial Services, LLC

What Are the Tax Issues Associated With a Gain or Loss on a Primary Residence?

Submitted by Watters Financial Services, LLC on January 20th, 2016

January 2016

Watters Financial Services, LLC

For most Americans the most valuable asset they own is their home. At Watters Financial Services, LLC we invest a great deal of time helping our clients with their financial planning issues.

Is your advisor prepared for a cyberattack?

Submitted by Watters Financial Services, LLC on December 4th, 2015

Greetings,

Tim Watters of Watters Financial Services, LLC was recently quoted on cyber-security in an article on CNBC.com !

Click on the link below to view the article if you are interested

Combating Cyber Crime

Submitted by Watters Financial Services, LLC on November 20th, 2015

Cyber security attacks are becoming more and more prevalent. At Watters Financial Services, LLC (WFS) we have experienced fraudulent attempts to gain access to our clients’ assets and private information many times. There are a number of ways in which this can occur.

Buy Sell Agreements

Submitted by Watters Financial Services, LLC on October 15th, 2015

Understanding Buy-Sell Agreements

Watters Financial Services, LLC – October 2015

One of the key areas we focus on at Watters Financial Services, LLC is risk management for small businesses. There is allot at stake for many closely held businesses and smart planning can help mitigate some of the risk.

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

Saving For Your Child’s College Education

Paying Off Student Loans

What Benchmark Should I Use to Evaluate My Portfolio?

Moving Money Electronically -- Your Protections and Risks

Are There Gaps in Your Insurance Coverage?

What Are the Tax Issues Associated With a Gain or Loss on a Primary Residence?

Is your advisor prepared for a cyberattack?

Combating Cyber Crime

Buy Sell Agreements

Understanding Buy-Sell Agreements

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Understanding Buy-Sell Agreements

Contact Us

When you are ready, we are here to help.