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!
We're on LinkedIn, click to connect and see profile!
Newsletters
-
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.
-
Will You Work Beyond Traditional Retirement Age?
Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
-
Key Retirement and Tax Numbers for 2024
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
-
HOT TOPIC: Rescuing America’s Safety Net
This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
Calculators
-
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
-
Savings Accumulation
Estimate the future value of your current savings.