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Sep06

Tying to Knot

According to the US Census Bureau, about 1 in 5 people over the age of 60 have married at least twice. However, all marriages are ...
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Aug29

Back to Basics

An annuity is a financial product designed to provide a regular, guaranteed income stream (backed by the claims-paying ability of the carrier) over a specified ...
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Aug23

Limits on Deductibility 

We’ve spoken in the past about annual contribution limits into qualified accounts, but have not focused on the nuances of the income limits for tax ...
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Aug16

Pay Attention! 

We’re inundated with so many changes to rules related to retirement, that we oftentimes tell ourselves we can just ignore them and “focus on them ...
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Aug13

Financial Stability

According to many experts, knowing your cash flow is the most important piece of information you will need in order to tell if you are ...
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Jul20

So, Did You Decide? 

Continuing on from last week, did you decide what kind of retiree you are? Regardless of whether you think of yourself as the Dynamo, the ...
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Jul12

What Kind of Retiree Are You? 

“What kind of retiree are you?” An interesting concept that we had some fun diving into, and wanted to share it with you.  Are you ...
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Jun28

How Do You Do It? 

How should couples save for retirement if only one is working? Saving for two when one is the primary or sole breadwinner can be challenging. ...
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Tom Watson

MT Ins Lic #0721940
CO Lic #510326
WY Lic #195247

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Investment advisory services are offered through Gibbs Wealth Management, LLC (DBA TW Wealth Management) a SEC Registered Investment Advisor. Insurance products and services are offered through TW Retirement Strategies. Gibbs Wealth Management, LLC (DBA TW Wealth Management) and TW Retirement Strategies are unaffiliated companies. By using this website, you accept our Terms of Use and Privacy Policy. GWM’s investment advisory services are available only to residents of the United States in jurisdictions where GWM is registered. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Any historical returns, expected returns, or probability projections are hypothetical in nature and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website does not constitute a complete description of GWM’s investment advisory services. Before investing, consider your investment objectives and Gibbs’ fees. Gibbs is not a bank or depository institution licensed in any jurisdiction. GWM and GFG are affiliated companies. Products offered by Gibbs are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

By contacting Tom Watson MT Ins Lic #0721940, CO Lic #510326, WY Lic #195247/TW Retirement Strategies, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.

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