Andy Watson Jr & Associates LLC

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Andy Watson, Jr. & Associates, LLC

Welcome!We hope you will find our site to be a valuable resource and that you will not hesitate to contact us for additional information or to schedule a meeting. You will be assured of personal and individual attention to your financial needs from our dedicated staff.
Are You Moving in the Right Direction? - Heading down the road less traveled is an exciting part of life - until it comes to your financial future. When it comes to your retirement and estate, your employee benefits program for your business, or long-term care insurance, you want to make sure you are headed in the right direction.
For many years, Andy Watson, Jr. has dedicated himself to his clients, helping them make educated decisions to prepare for their future and help enhance their peace of mind.
Andy knows that chaos can ensue when a managing director or business owner is no longer able to chair everyday operations. That's why he is committed to helping entrepreneurs provide for the future viability of their companies. Individuals and families can be thrown into turmoil when circumstances change. Andy can help you preparefor theunexpected.
A Lasting Legacy- Andy will take the time to listen to you and your concerns. He educates you, empowering you to make the decisions that can help foster the financial security of your family and business.

Educate yourself on a variety of financial topics.

Timely Newsletters to help you stay current.

Animated presentations to help you learn and decide.

Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.
Capital Gains Taxes
Estimate short-term and long-term federal capital gains taxes
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.

How much would your monthly lease payment be?
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HOT TOPIC: Sum of All Fears: Are Risk Aversion and Greed All in the Mind?
Do you change your investment strategy as the markets go up and down, or do you stay the course? As difficult as it may be, staying the course is usually the more advisable approach — but research shows that you may need to defy your brain to do it.
New Year: Check and (Re)balance
Even if people have become jaded about making new year's resolutions, it shouldn't stop them from doing what they need to do to accomplish their financial goals.
Mark Your Calendar
Once we approach the end of our working years, birthdays take on a renewed importance.
Beware the Better-Than-Average Effect
Economists have found that, on average, people tend to believe that their own lives are improving at a faster rate than most everyone else's.
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