Watters Financial Group

Independent Wealth & Estate Management

Securities and advisory services offered through Packerland Brokerage Services, Inc., an unaffiliated entity, Member FINRA & SIPC

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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Measuring the Jobs Situation

Many people understand that a rising jobless rate is one of the hallmarks of a shrinking economy. But the national unemployment rate does not always reveal a complete picture of the jobs outlook.

The Measure of a Life

One way to help mitigate the financial blow of the loss of a head of household is through life insurance.

Get Your Retirement Reality Check

A retirement needs-calculation goes beyond the commonly suggested target to have 70% of pre-retirement income.

Mark Your Calendar

Once we approach the end of our working years, birthdays take on a renewed importance.

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