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.
Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.
Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.
Manage personal affairs while you're alive and control the distribution of wealth upon your death.
A well-structured insurance program can help protect your loved ones from the financial consequences of unexpected events.
Understanding tax strategies can potentially help you better manage your overall tax situation.
Managing your money involves more than simply making and following a budget.
How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
It sounds simple, but paying yourself first can really pay off.
Understanding how a stock works is key to understanding your investments.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much you have the potential to earn during your working years.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Understanding the cycle of investing may help you avoid easy pitfalls.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Agent Jane Bond is on the case, cracking the code on bonds.
What is your plan for health care during retirement?
Women must be ready to spend, on average, more years in retirement than men.