Watermark is a team dedicated to serving clients that desire assistance with managing their financial situation. While focusing on the protection and accumulation of wealth, we understand money is not important but what it allows you to do is. Our team focuses on Financial Planning, Business Consulting, and Retirement Plan Services.
Mission – To help clients achieve financial independence and be intentional about doing what is truly important to them.
Explore some key retirement plan contribution limits and various tax deduction, exclusion, exemption, and threshold amounts for 2022.
Do you know the difference between immediate and deferred annuities and options for annuitization? Read this article to find out.
Did you know that Treasury Inflation-Protected Securities (TIPS) can help hedge a bond portfolio against inflation? This article explains how.
This article discusses the CHIPS and Science Act’s key provisions, as the U.S. strives to reduce its reliance on semiconductors produced overseas.
This calculator can help you determine how soon you can pay off your mortgage.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Use this calculator to estimate how much income and savings you may need in retirement.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
