• Helping GenX parents plan for college and retirement. Topics: What should I do with my Pension after leaving my employer? 1. Options paralyzing 2. Pension payout versus Immediate Annuities 3. Spending Discipline The origin for the content came from another blog post.  

    Nathan Carmany
  • The Dream Life How often do you find yourself comparing your life with those “living the dream?” We constantly fill our time with these thoughts. Buy this product and your life will dramatically improve. Take this action and your life will have no worries. One evening while watching TV or one morning while on your […]

    Nathan Carmany
  • Socially Responsible Investing + Planning = Better World Topics 1. Fiduciary standard 2. Suitability standard and sales agents

    Nathan Carmany
  • I help Purdue faculty make the most of their benefits and 403(b) retirement plan. ncarmany@thewatermarkgrp.com 317-805-0840 TOPICS: How the different bucketing concepts work in conjunction with each other.

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  • I help Purdue faculty make the most of their benefits and 403(b) retirement plan. ncarmany@thewatermarkgrp.com 317805-0840 TOPICS: 1. Two Thanksgiving Holidays per year 2. Benefits of tax diversification 2. How tax buckets work 3. Employee and business own tax diversification  

    ncarmany
  •   I help Purdue faculty make the most of their benefits and 403(b) retirement plan. ncarmany@thewatermarkgrp.com 317-805-0840 TOPICS: How to generate income from your portfolio. Asset Allocation  

    ncarmany
  • I help Purdue faculty make the most of their benefits and 403(b) retirement plan. Contact Information: ncarmany@thewatermarkgrp.com, 317-805-0840 TOPICS The sources were income and benefits originate. Social Bucket- Generally, government sponsored programs. Private Bucket- Items a person controls directly. Public- Traditional investment vehicles.

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