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Our blog

Have a look at the latest Financial News

Retirement Changes in 2024: What to Expect

Retirement Changes in 2024: What to Expect

As we step into 2024, several significant changes are on the horizon for retirement planning. These changes stem from both routine inflation adjustments and the continued implementation of Secure 2.0 provisions, impacting both retirement savers and retirees. Inflation...

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6 Essential Lessons Learned About Retirement

6 Essential Lessons Learned About Retirement

As a recent retiree reflecting on a 45-year career, I’ve realized there are several things I wish I had known before retiring. Retirement can be a fulfilling chapter filled with travel, family visits, and new pursuits, but it also comes with unexpected challenges....

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3 Key Changes to Retirement Planning in 2024

3 Key Changes to Retirement Planning in 2024

As 2024 unfolds, it's essential to stay updated on new regulations affecting retirement savings. Here are three important updates to consider this year: Enhanced Contribution Limits: 401(k), 403(b), 457 Plans, and Thrift Savings Plan: The contribution limit for these...

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Managing a Significant Tax Bill: Practical Strategies

Managing a Significant Tax Bill: Practical Strategies

When faced with a large tax bill, it’s crucial to remain calm and address the situation head-on. Ignoring tax obligations can lead to serious consequences, unlike neglecting a small personal debt. A poll by Civic Science reveals that 43% of U.S. adults expect to owe...

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Key Factors Influencing the Length of Your Retirement

Key Factors Influencing the Length of Your Retirement

Introduction: Planning for retirement involves many uncertainties, including the critical question of how long retirement will last. The duration of your retirement impacts how much you need to save, and understanding the factors that influence this duration can help...

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WaterStone Financial Partners

Three Financial Centre
900 S. Shackleford Rd, Suite #300
Little Rock, AR 72211

(501) 263-8840

(202) 618-8831

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WaterStone Financial Partners was created on the principles of helping people like you receive advice you can trust and products that lead you to your financial goals.

At WaterStone Financial Partners we believe that relationships can only thrive when values match. Sometimes financial strategies that you’ve used in the past may not be the best strategies going forward.

At WaterStone Financial Partners we do what’s right, not what’s popular.