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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Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
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Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
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HOT TOPIC: Soft Landing or Delayed Recession?
This article looks at the current state of U.S. economic activity and the prospects for continued growth as higher interest rates work their way through the economy.
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HOT TOPIC: Will Artificial Intelligence Upend the American Workforce?
This article discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.
Calculators
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Car Affordability
How much can you afford to pay for a car?