SECURE ACT 2.0
The SECURE ACT 2.0 was signed into law on December 29th, 2022 and included almost 100 rule changes that affect
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INVESTOR FATIGUE
Turning the calendar to 2023 brings with it optimism and hope for a fresh start in the New Year. Unfortunately
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ESTATE DOCUMENTS UP TO DATE?
Hi! I’m Annie Hames, Financial Planner at Waterway Wealth Management. I’m here to talk about your Estate Planning documents. This
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COLD FRONT THEORY
October. One of the best months in Texas, when thankfully, the summer officially ends, and fall is officially in. This
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THE MEANING BEHIND OUR LOGO
Other than looking a bit odd because the shapes are irregular and don’t fit together perfectly, the Waterway Wealth Management
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