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Waterstone Wealth Advisors LLC

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Cheaters, Thieves and Tax Havens

Submitted by Waterstone Wealth Advisors, LLC on April 7th, 2016

Leaked information tells the story of prominent world leaders who avoided taxes or looted their country’s treasuries in order to squirrel away not only money, but expensive yachts, luxury homes, ownership of a candy company and investments in construction companies.  The Prime Minister of Iceland has already resigned as a result of the leaked client files of a Panamanian-based law fi

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Credit Card Fraud Detection and Protection Basics

Submitted by Waterstone Wealth Advisors, LLC on April 7th, 2016

It’s happening with increasing frequency – people who finally get around to checking their credit card statements see an unusual charge or go to charge a purchase only to find out their credit card is maxed out when they have hardly used it. Credit card fraud is a $200 billion a year business affecting more than 10 percent of households.

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Are My Social Security Benefits Taxable?

Submitted by Waterstone Wealth Advisors, LLC on April 3rd, 2016

The quick answer is “it depends.”  But, for the 33 percent of retirees who now rely more heavily on their Social Security benefits to sustain their lifestyle, the answer takes on even more significance.  Generally, your income from Social Security is not taxable on its own; but when it’s combined with other sources of income for tax reporting purposes, a porti

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The Loss You'll Never See...

Submitted by Waterstone Wealth Advisors, LLC on February 15th, 2016

There are times when being, and staying, invested in anything is hard. There is a reason a portfolio of stocks and bonds or stock and bond funds is called an investment portfolio. You have to be and stay invested in it to reap the rewards.

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Portfolio Investing: Do You Know Where you are Right Now vs. Where You’re Headed?

Submitted by Waterstone Wealth Advisors, LLC on February 12th, 2016

CEOs do it’ athletes do it; in fact, anyone who needs to be able to achieve a certain level of performance in order to achieve a specific goal constantly assesses where they are in relation to where they want to be. This is to ensure that available resources are being utilized optimally at all time.

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