Watermark Wealth Strategies, LLC
Private Wealth Management For Select Individuals
At Watermark Wealth Strategies, LLC, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs.
Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.
2151 E Pecos Rd
Chandler, AZ 85225
Mon-Thu: 8:30 AM - 4:00 PM
Fri: 9:00 AM - 1:00 PM
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Retirees traveling abroad need to know that their health insurance travels with them.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Here are six flags that may make your tax return prime for an IRS audit.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
This calculator can help you estimate how much you should be saving for college.
This questionnaire will help determine your tolerance for investment risk.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator helps estimate your federal estate tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the total cost in today's dollars of various mortgage alternatives.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A special needs trust helps care for a special needs child when you’re gone.
What if instead of buying that vacation home, you invested the money?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Pundits say a lot of things about the markets. Let's see if you can keep up.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
All about how missing the best market days (or the worst!) might affect your portfolio.