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Waterstone Financial Waterstone Financial
  • 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
  • Newsletters

Archive


Category Archive for "Retirement Savings"

1

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 […]

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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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  • 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
  • Newsletters