Velten Waterhouse Advisors

Velten Waterhouse Advisors We specialize in providing strategies and guidance for those who are seeking a better lifestyle in retirement.

Let's make your money work as hard as your did earning and saving it all these years.

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
10/07/2026

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.

The decision whether to buy or rent a home may have long-term implications.

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.
10/05/2026

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax ba...
10/04/2026

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

Estimate how much of your Social Security benefit may be subject to federal income tax.

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for you...
09/30/2026

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for your family and financial situation.

Estimate how much life insurance coverage may be appropriate for your situation.

What did it take to become the richest man in Babylon?
09/28/2026

What did it take to become the richest man in Babylon?

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
09/27/2026

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Buying a home may be your largest financial commitment. Which loan is best for your situation?
09/21/2026

Buying a home may be your largest financial commitment. Which loan is best for your situation?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Three tips for giving smart from the heart.
09/20/2026

Three tips for giving smart from the heart.

Do you have causes that you want to support with donations?

There are four basic steps to calculating the value of an estate.
09/16/2026

There are four basic steps to calculating the value of an estate.

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Lea...
09/14/2026

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:

Learn about the importance of having an estate strategy in this helpful and informative video.

Address

4875 N Wickham Road Suite 101
Melbourne, FL

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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