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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It’s Your Money: Why Not Get Your Withholding Right?
Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
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New RMD Rules Give Retirement Savings More Time to Grow
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
Calculators
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Car Affordability
How much can you afford to pay for a car?
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.