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18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101

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

Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Caring for Aging Parents

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Putting a Price Tag On Your Health

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

 

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

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