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Newsletter

Read Latest Newsletters

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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

Updated Contribution Limits

What to toss and what to keep in your files.

Happy Holidays, Watercolor Family!

Happy Holidays, Watercolor Family!

Saving for College - we can help!

Saving for College - we can help!

Fostering resilience

Fostering resilience

A bear market is here! What should you do?

A bear market is here! What should you do?

Steer Clear of Scammers and Phishers

Steer Clear of Scammers and Phishers

Form CRS Privacy Policy ADV Part 2A

Watercolor Financial is a registered investment advisor in Austin, Texas. 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. Past performance is not indicative of future results. Investments involve risk and unless otherwise stated, are not guaranteed. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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