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.

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 prepare for the unexpected.

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.

 

 
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Lease Payment

How much would your monthly lease payment be?

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

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Newsletters

Pick Up This Split for Long-Term Retirement Income

The number of Americans aged 90 or older almost tripled from 1980 through 2010 and is projected to quadruple by 2050. As people live longer they may need to fund a longer-than-expected retirement. This article discusses how a split-annuity strategy could help provide a long-term income stream.

GDP: Measuring the Economy

It's likely you've heard a lot about the gross domestic product (GDP) if you follow the news. But what is its impact on the national economy and how has the Great Recession impacted the GDP? This primer explains the numbers behind the GDP and what it ultimately tells us about the economic health of the nation.

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

HOT TOPIC: Breaking Down the Proposed FY 2013 Budget

The 2013 budget released by the White House on February 13 contains proposed fiscal measures that could affect the business and investment climate, the income tax code, and government spending. Considering that Congress will debate and discuss the budget in detail, many of these measures are unlikely to become law as proposed, but they may indicate future developments.

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