Welcome to
WaterSeed
wealth management ltd.
It is our pleasure to serve you!
Thea E. Reynolds, AAMS
Accredited Asset Management Specialist
Welcome to
WaterSeed
wealth management ltd.
It is our pleasure to serve you!
Thea E. Reynolds, AAMS
Accredited Asset Management Specialist
Credit may not be at the top of the list when it comes to retirement, but good credit can make a big difference for retirees. This article looks at some key factors that lenders consider.
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.