Watters Financial Group
2 N. Systems Drive
Appleton,
WI
54914
Phone:
- 920-968-4632
Fax:
- 920-968-4634
Newsletters
-
401(k) and IRA: A Combined Savings Strategy
Do you know the differences between a 401(k) and an IRA? Find out how they might work together to boost your retirement assets.
-
Grandparent 529 Plans Get a Boost Under New FAFSA Rules
Read how the FAFSA Simplification Act helps grandparents assist with college costs without impacting their grandchildren’s financial aid.
-
Did You Know Medicaid May Pay You as a Family Caregiver?
Caregiving can exact physical, emotional, and financial tolls, but in some cases, Medicaid may provide financial relief to family caregivers.
-
Balancing Medicare and Work-Based Insurance
Read about rules and other considerations faced by workers who are eligible for both Medicare and employer-based health insurance.
Calculators
-
Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.