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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HOT TOPIC: The Bull Is Back... Will It Keep Charging?
The S&P 500 index recently saw the fastest recovery in its history following the COVID-19 bear market, but will the surge continue?
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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.
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Could You Be Responsible for Your Parents’ Nursing Home Bills?
Filial responsibility laws can hold children responsible for certain parental debts. This potential liability is one reason to plan for long-term care needs.
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Telemedicine: The Virtual Doctor Will See You Now
Many large employers offer telemedicine programs in their benefit packages. Do you know the potential advantages of telemedicine?
Calculators
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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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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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.