Welcome to Wealth Designs
We are a full-service financial planning firm dedicated to providing effective solutions to our clients' diverse and ever-changing financial needs. With our experience, we seek to assist you, the client, in pursuing your goals by designing a custom strategy and implementing a successful plan for your financial future.
This website will help you gain a better understanding of the concepts behind insurance, investing, retirement, estate planning, and wealth preservation. We hope your visit to this site will help you understand the opportunities and potential rewards available by taking a proactive approach to your personal financial situation. We also hope that in visiting our site you become more acquainted with our firm, Wealth Designs.
We invite you to take advantage of this resource and to visit us often. In addition to visiting us online, we encourage you to meet with us in person by scheduling a one-on-one consultation.
Alan E. Watson
CHARTERED FINANCIAL CONSULTANT
ACCREDITED INVESTMENT FIDUCIARY®
OWNER AND MANAGING MEMBER
Newsletters
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Survivor Benefits Provide a Financial Lifeline
Decisions made when claiming Social Security retirement benefits can make a big difference in spousal and other dependents’ survivor benefits.
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Sequence Risk: Preparing to Retire in a Down Market
This article offers a strategy that may help address sequence risk — the danger of poor investment performance at the outset of retirement.
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Mid-Year Is a Great Time to Fine-Tune Your Finances
The middle of the year is an ideal time to revisit financial resolutions and consider steps that may help develop a stronger financial position.
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Four Questions on the Roth Five-Year Rule
This article provides an overview of two versions of the Roth five-year rule and how they apply to various situations.
Calculators
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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.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.