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  • Home
  • Our Services
    • Retirement Income Planning
    • The Fiscal Cliff of Retirement
    • Social Security Optimization
    • Tax Preparation and Planning
    • Estate and Asset Protection
    • Wealth Management
  • TV Appearances
  • Team
  • Contact Us

Archive


Category Archive for "Financial Planning"

FOX4TV – Getting your Taxes “Just Right”

Apr 25, 2018

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.

FOX4TV – Market Correction of Feb2018

Feb 16, 2018

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 long term. He adds that the economy is good and corporate profits are soaring. If...

FOX4TV – Valentine’s Day Financial Advise

Feb 13, 2018

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 Day!

FOX4TV – Retirement Saving Guidelines

Feb 7, 2018

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 the video for more details.

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The Journey

James Gallagher developed and refined a process to bring engineering principals to the retirement space. We use this process to Design, Build and Test integrated financial plans that structure income, optimize taxes, and assure effective wealth transfer. We continually monitor the plan and the investments making real-time adjustments as various life events unfold.
We call this process The Journey.

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Advisory Disclosure

Advisory services offered through J.W. Cole Advisors, Inc.  J.W. Cole Advisors, Inc. and Waterstone Financial are unaffiliated entities.  Advisors must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions.  Check the background of your financial professional on FINRA’s BrokerCheck

Insurance Products are offered through Waterstone Financial LLC.    Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Insurance and Annuity product guarantees are subject to the claims paying ability of the issuing company.

Neither J.W. Cole Financial, Inc. (JWC) nor its representatives provide legal, tax nor accounting advice.

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  • Home
  • Our Services
    • Retirement Income Planning
    • The Fiscal Cliff of Retirement
    • Social Security Optimization
    • Tax Preparation and Planning
    • Estate and Asset Protection
    • Wealth Management
  • TV Appearances
  • Team
  • Contact Us