Just like Goldie Locks – you want to get the withholding on your taxes “just right”. If you withhold too much, you’re giving the Government an interest-free loan. If you withhold too little, you’ll get hit with a big tax bill when you file your taxes.
Early February of 2018 – the stock market was crashing and there seemed to be a lot of concern. If you look at the numbers, it’s the biggest single drop ever, but if you look at percentages, it is not. James says short term investor emotions caused the market crash and that nothing is driving this drop […]
Financial Advise for Valentines Day?! How can that be romantic? Well, check out this video and YOU decide… Whether you’re just starting a new romance or spending your 30th Valentine’s Day together, James has some things for you to think about as your built (or maintain) your financial future with someone you love. Happy Valentine’s […]
How much should I be saving for retirement? How much money do I need to retire? Big questions! In James’ recent appearance on FOX4TV, he tackles some of those questions with some simple rules-of-thumb to help you get started on the path to a successful retirement (and how to know when you have enough)! See […]
© 2019 — Waterstone Financial 12597 New Brittany Blvd, Fort Myers, FL 33907 239-288-0977