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Watters Financial Services,LLC is featured in Ramsey Magazine!

Submitted by Watters Financial Services, LLC on May 22nd, 2018

Watters Financial Services,LLC was recently profiled in Ramsey Magazine. Click the link to check it out.

Why Do You Need a Good Credit Score?

Submitted by Watters Financial Services, LLC on May 8th, 2018

Why Do You Need a Good Credit Score?

Tags:
  • car loans
  • credit score
  • Debt Consolidation
  • mortgage
  • refinancing
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Estate planning is something that many people avoid dealing with. Procrastination is not a strategy!

Submitted by Watters Financial Services, LLC on April 20th, 2018


Estate planning is something that many people avoid dealing with. Procrastination is not a strategy and it leads to unintended consequences and costly mistakes. Here are some common mistakes that you should avoid:

Tags:
  • Investment Portfolio
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Financial Planning for Newlyweds

Submitted by Watters Financial Services, LLC on March 7th, 2018

Congratulations Newlyweds! Your fresh union symbolizes a new beginning facing the world. But before the glow of wedded bliss wears, it’s crucial to talk about finances.

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Did You Know Watters Financial Services Runs on Referrals?

Submitted by Watters Financial Services, LLC on December 11th, 2017
At Watters Financial Services, one of the differences between our business and others is how we grow our firm.
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Here are five steps to protect your identity after the Equifax Breach

Submitted by Watters Financial Services, LLC on November 24th, 2017
Many people were stunned to learn of the Equifax Data Breach. Over 145 million people were affected by the breach.
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Should you provide a Loan to a Family Member?

Submitted by Watters Financial Services, LLC on October 6th, 2017
Making loans to family members is fraught with danger and it can destroy relationships if not dealt with correctly. However, it can be a good planning move.
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Protect Yourself and if Necessary Recover Faster from a Weather Disaster

Submitted by Watters Financial Services, LLC on September 9th, 2017
With the devastation of Hurricane Harvey and Hurricane Irma we thought it was a good idea to review steps that you should take to protect yourself and if necessary recover faster from a disaster.
 
During a disaster, liquidity is king. It is a good idea to have a few thousand dollars in cash on hand
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How Do You Survive The Inevitable Storms of Life?

Submitted by Watters Financial Services, LLC on August 8th, 2017
Over the last thirty years of being a CERTIFIED FINANCIAL PLANNER ™, I have helped many clients survive a crisis in their lives. Here are some tips I recommend.
 
Whether the crisis is an illness, loss of a job or the death of a spouse or loved one, there are things you can do to minimize the trauma for you and your loved ones.
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Is it time for a lifeboat drill for your Life Insurance and Estate Planning?

Submitted by Watters Financial Services, LLC on July 8th, 2017

Cruise ships often have lifeboat drills, which are a little bit sobering when you are in the middle of the North Atlantic. However, they help you prepare for a potential emergency that could happen. I find that it's a good idea to do the same thing with your life insurance and your estate planning.

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Watters Financial Services, LLC is an investment adviser in Paramus, New Jersey.  Watters Financial Services, LLC is registered with the Securities and Exchange Commission (SEC).  Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission.  Watters Financial Services, LLC only transacts business in states in which it is properly registered or is excluded or exempted from registration.  A copy of Watters Financial Services, LLC ’s current written disclosure brochure filed with the SEC which discusses among other things, Watters Financial Services, LLC ’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov. 

  

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