Troy Watson says Welcome!
Thank you for visiting our website; the initial step to obtaining valuable LIFE, HEALTH, INVESTMENT & RETIREMENT information.
Knowledge is the key to making an educated decision. We look forward to partnering with you to help you gain the necessary knowledge so you can make your retirement decisions with confidence.
We are pleased to begin a mutually beneficial relationship with you! Hopefully, your visit to our website will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We would like to help you gain a better understanding of the financial concepts behind insurance, employee benefits, investing, retirement, and wealth preservation.
Note: Federal employees should click on the federal employee benefits section of this website for more information.
We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your internet browser and also pass along this website information to your friends and family who you think may benefit. We have a passion for helping others and look forward to serving you. Although our time is in high demand, please take a moment to reach us with your contact information by clicking on the e-mail link to the bottom right.
Thank you!
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Newsletters
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Breaking Down Clean Vehicle Tax Credits for Business Owners
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
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Debit or Credit — What’s the Difference?
This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
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The Federal Reserve’s Key Meeting Dates in 2024
This article outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.
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Much Ado About RMDs
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
Calculators
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.