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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Money Market Funds in a Low Rate Environment
Did you know there still may be reasons to hold money market mutual funds despite low yields? Read this article to find out more.
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Managing Your Workplace Retirement Plan
This article presents some steps employees can take to get the most out of their employer-sponsored retirement plans.
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Living Benefits Can Help Counter Retirement Risks
Optional riders that add living benefits to annuities might help retirees address two financial risks: outliving their savings and paying for long-term care.
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Turbulent Times: Bear Markets Come and Go
A look at the economic conditions that triggered the 2020 bear market and why investors may benefit from having a longer-term perspective.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.