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Newsletter

Read Latest Newsletters

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Holiday Watercolor

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Farm, Dingle Peninsula Ireland

New 401(k) Rules for 2025: More Changes for Ages 50+

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Should you help your adult kids financially?

Watercolor of painting supplies, brushes, paints, etc.

Is Docusign Legit?

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When Does the Ant Ever Have Fun?

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Is Your Cash Working for You?

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Notes on Recent Volatility

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529 College Plans, Tax Forms, and More

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Seven Ways to Invest in Your Health

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Happy Holidays from Watercolor Financial

Melissa and Matt's story

Melissa & Matt's Story

Should you start Social Security early?

Should you start Social Security early?

With age comes opportunity!

With age comes opportunity!

Give with purpose

Give with purpose

Look up! Time to pause and mark the win.

Time to pause and mark the win

Don't file your taxes just yet!

Don't file your taxes just yet!

Check your inbox for your Orion Performance Statement Report

Check your inbox for your Orion Performance Statement Report

Four lessons I learned after going through my in-laws' home office, and going paperless at Watercolor Financial.

Four lessons I learned after going through my in-laws' home office

Soon-to-be Grandma Thinks about Helping Grandchildren with College Costs

Soon-to-be Grandma Thinks about Helping Grandchildren with College

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Important Update

Happy July from Watercolor Financial

Happy July from Watercolor Financial

Can we prepare for old-old age -- that is over age 85?

Can we prepare for old-old age -- that is over age 85?

Guest author Joy Selak writes on trends in charitable giving

Guest author Joy Selak writes on trends in charitable giving

Two of our favorite things - saving on taxes and giving to charity

Two of our favorite things - saving on taxes and giving to charity

Form CRS Privacy Policy ADV Part 2A

Watercolor Financial is a DBA of CBM Financial, LLC, Investment advisory services are offered through CBM Financial, LLC. Investment advisory services are offered through CBM Financial LLC, an SEC registered investment advisor.

Watercolor Financial offers advisory services only in jurisdictions where it is appropriately registered, exempt from registration, or otherwise permitted by law.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Nothing on this site constitutes personalized investment, legal, or tax advice. Watercolor Financial makes no representations as to the accuracy or completeness of information provided by unaffiliated third parties or links to external sites.

All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. Any references to investment strategies, market commentary, or third-party content are for general information only and do not constitute a guarantee of performance or suitability for any individual investor. You should consult with a qualified tax or legal professional before implementing any investment or financial planning strategy. Investments involve risk and unless otherwise stated, are not guaranteed.

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