Waterstone Wealth Strategies

09/03/2026

The Waterstone team had the pleasure of serving alongside the Mighty Millie Foundation this week at Children’s Healthcare of Atlanta. The Mighty Millie Foundation was founded by a local Marietta family in memory of their brave little girl, Millie. The foundation provides popsicles to 182 cancer hospitals nationwide for children undergoing treatment.

Mighty Millie provides Chick-fil-A lunch to families of children on the cancer floors of CHOA each year in honor of Millie’s birthday.

Thank you to CHOA and the Mighty Millie Foundation for fighting to find a cure for childhood cancer. 💛

08/31/2026

Just a power nap to increase productivity, obviously. . .

08/25/2026

Katie takes her bond with her coworkers very seriously. . .

08/19/2026

Have questions about building an emergency fund? Scroll here! As always, we are here for all of your questions. Give us a call!

08/12/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports.

08/11/2026

Probably timed out anyway. 🤣

08/03/2026

🤝🙌🤝

07/28/2026

Waterstone's comprehensive planning includes taking a look at your estate plan. Here are 5 documents your estate plan should include!

07/20/2026

Nothing beats working with this crew!

07/14/2026

For the second summer in a row, the Waterstone team spent an afternoon packing summer lunches alongside MUST Ministries and Osaic. What a fun, rewarding day! ☀️🥪