New "Tax Extenders" Law Has Even Greater Reach

New "Tax Extenders" Law Has Even Greater Reach

Unlike past legislation that granted a temporary reprieve to expired and expiring tax breaks, the new "Protecting Americans from Tax…

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Retirement Plan Choices For The Self-Employed

Retirement Plan Choices For The Self-Employed

If you are self-employed, have no employees, and have not yet started a retirement plan for yourself, you have several…

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New Law Says Tax Debtors May Lose Their Passports

New Law Says Tax Debtors May Lose Their Passports

Do you owe the IRS a substantial amount in back taxes? Soon you could be stopped if you try to…

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5 Reasons To Amend Your Estate Plan

5 Reasons To Amend Your Estate Plan

It's 2016...do you know where your estate plan is? If you're like most busy people, you may have made a…

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Last Chance To File-And-Suspend Retiree Benefits

Last Chance To File-And-Suspend Retiree Benefits

A new law is ending a popular Social Security retirement strategy, but some couples still have a little time left…

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Slice Through 7 Layers Of Taxes For Investors

Slice Through 7 Layers Of Taxes For Investors

No one would argue that the U.S. tax system is simple. In fact, the methodology for calculating taxes on earnings…

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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.