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Jan26

A Sudden Influx of Cash?

Annuities are one way to leverage a sudden influx of cash that may or may not have been expected, such as a bonus, inheritance, or ...
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Jan18

Retirement With $5 Million

There was a recent report from the Employee Benefit Research Institute on an analysis of retirement accounts using the 2018 Survey of Consumer Finances. According ...
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Jan05

New Law For 2024

If you own a small business or family office you could be required to report ownership details to the federal government… or face stiff penalties ...
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Dec29

Estate Planning

We all know that complex estates require sophisticated estate planning. If you have a large estate or own a business, only a qualified estate-planning attorney ...
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Dec21

Gifts That Keep Giving

The younger a child is when you contribute to their 529 plan, the longer the account has to potentially benefit from compound growth. In 2023, ...
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Dec15

Pre or Post-Retirement? 

Most of us think of life insurance as a way to help the people who depend on us financially, or even just to help pay ...
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Dec07

Types of Annuities: A Rundown

We’ve been asked what a variable annuity and a fixed annuity are. What are the differences between them? Essentially:  A variable annuity’s value is based ...
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Nov30

Don’t Take the Bait

In 2022, social media-based scams cost Americans a total of $1.23 billion, a 54% increase since 2021, according to the Federal Trade Commission.  Typically, these ...
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Nov10

Paying For Medicare

Friends and colleagues who are approaching 65 are beginning to ask about Medicare benefits. Not just how to sign up, but what to select from ...
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You can’t quarantine your retirement. We are here to help.

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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