Don't Be Caught In The Web Of This Stealth Tax

Don't Be Caught In The Web Of This Stealth Tax

Most of us are all too familiar with the regular income tax calculation on Form 1040. But a somewhat lesser-known…

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Wall Street's Anachronistic Ways In The Internet Age

Wall Street's Anachronistic Ways In The Internet Age

Wall Street’s largest firms are asked every December by Barron’s, a venerable weekly financial newspaper, to predict which industry sectors…

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Should You Borrow Against A Life Insurance Policy?

Should You Borrow Against A Life Insurance Policy?

William Shakespeare famously wrote in "Hamlet," one of his classic tragedies, "Neither a borrower nor a lender be." But sometimes…

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Avoid 'Dirty Dozen' Tax Scams Listed By The IRS

Avoid 'Dirty Dozen' Tax Scams Listed By The IRS

Every year, scam artists become more sophisticated, using complex methods to steal identities, generate fake tax refunds, and otherwise profit…

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Will Record Profit Margins Cause Stock Prices To Plunge

Will Record Profit Margins Cause Stock Prices To Plunge

Profit margins in 2013 and 2014 climbed to new record levels not seen since early 1970. On financial cable TV,…

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You want peace of mind with your financial plans from a team that provides stewardship for your wealth in all of its dimensions. When making investments do you have all the answers to make the right retirement plans and decisions?

At Waterstone Wealth Advisors we partner with you to build and maintain a holistic financial environment. This enables you to fully enjoy every aspect of your wealth. We strive to provide you with the understanding and empowerment that comes from:

 

As a fee-only financial planning and investment advisory firm we use a consulting process that allows each client to make well informed financial and life decisions. We feel that the clients interests are best served by having a relationship with a professional financial advisor who provides objective, unbiased advice in a partnership that allows for open and honest dialogue.