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

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Life Insurance

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

Car Affordability

How much can you afford to pay for a car?

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

More Calculators →

Newsletters

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

HOT TOPIC: Understanding the Three New U.S. Trade Agreements

Congress recently approved trade agreements with South Korea, Columbia, and Panama. They are the first U.S. trade agreements in four years. This article examines the pros and cons of the agreements and how they may stimulate the U.S. economy.

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

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