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Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

Private Wealth Management For Select Individuals

At Watermark Wealth Strategies, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.

Retirement

Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.

Investment

Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.

Estate

Manage personal affairs while you're alive and control the distribution of wealth upon your death.

Insurance

A well-structured insurance program can help protect your loved ones from the financial consequences of unexpected events.

Tax

Understanding tax strategies can potentially help you better manage your overall tax situation.

Money

Managing your money involves more than simply making and following a budget.

Lifestyle

How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.

Helpful Content

When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

16 Wall Street Cliches in 60 Seconds

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

 

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Social Security: Two Benefit Strategies Eliminated

Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

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Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Rightsizing for Retirement

What does your home really cost?

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

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