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How to Respond to a Data Breach

Submitted by Waterstone Wealth Advisors, LLC on September 11th, 2017

You may have read that hackers broke into the Equifax database and stole personal information tied to 143 million people.  The hackers accessed people’s names, Social Security numbers, birth dates, addresses and, in some instances, driver’s license numbers.

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The Keys to Connecting

Submitted by Waterstone Wealth Advisors, LLC on July 19th, 2017

How well do you connect with other people in informal social occasions?  If you tend to be shy or awkward at cocktail parties or networking events, it can be bad for your career and rob you of connection with others who might become friends or mentors. 

 

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Is 'Freedom 55' an Option Anymore?

Submitted by Waterstone Wealth Advisors, LLC on July 19th, 2017

Have you ever stopped to wonder why 60 is considered retirement age? Some public services - like the police force in certain countries - require you to stop working at 60.

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5 Common Financial Terms - You Probably Should Know

Submitted by Waterstone Wealth Advisors, LLC on July 12th, 2017

If you’re just starting to take charge of your financial future, it can be stressful approaching financial planning with confidence. Do you ever talk to your bank or financial manager and think that they’re speaking a foreign language?

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Should You Purchase Car Rental Insurance?

Submitted by Waterstone Wealth Advisors, LLC on July 12th, 2017

Anyone who has ever rented a car knows that cringing feeling that comes up when the rental agent asks whether you want to purchase rental car insurance. It’s made worse when the agent goes into a pitch about how most people’s auto insurance won’t cover all of the costs incurred should the car be damaged or stolen.

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How Political Climates Affect the Financial Markets

Submitted by Waterstone Wealth Advisors, LLC on July 12th, 2017

If you’re a fan of political dramas on televisions, you’ll know that the turbulent world of politics has an affect on the global financial markets. But what about in real life? How much does art - if you can call shows like Scandal, Veep, and House of Cards art - imitate life, and vice versa?

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Think You’re Covered for Travel Abroad? Think Again

Submitted by Waterstone Wealth Advisors, LLC on May 25th, 2017

World travel, both for business and pleasure, is on the rise again and with it the risk exposures for travelers. Liabilities and risks that most people typically cover with a typical homeowner’s policy or travel benefits from their credit card companies are multiplied when traveling the globe.

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Video: Finance 101: A Lesson in Helping your Student Pay for College

Submitted by Waterstone Wealth Advisors, LLC on May 25th, 2017

Your student is planning on following in your footsteps and will be receiving that admissions letter of acceptance sooner than you think.

 
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  • College Funding

Charitable donations can mean big tax deduction—unless you donated to a fraud

Submitted by Waterstone Wealth Advisors, LLC on January 12th, 2017

Donations to charities are a win-win when it comes to filing taxes. You can feel good about helping a cause you care about as well as write off the donations to “qualified organizations” on your taxes at totals up to “50 percent of your adjusted gross income,” according to the Internal Revenue Service.

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Financial Resolutions: 6 Tips to keep you Accountable

Submitted by Waterstone Wealth Advisors, LLC on January 12th, 2017

After the ball drops on New Year’s Eve, we dig up our hopes and dreams and make some resolutions. Getting back in the gym, losing weight, and eating clean, are usually at the top of the list, but what about your finances? The health of your accounts, spending habits, and investments are just as important to evaluate.

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