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Blog

Elderly woman doing yoga in a park
Brian Williams | Apr 11, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Brian Williams | Mar 15, 2022

Thinking of Filing for a Tax Extension? Here's What You Should Know

Tax Planning
If you have any doubts about meeting the tax deadline, you may want to consider filing for an extension.
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Hands holding a small wrapped present
Brian Williams | Mar 7, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Brian Williams | Feb 17, 2022

Easy Tips to Take Time Off Taxes

Tax Planning
April 18th is fast approaching. Here's how to stay organized so you can get your taxes filed.
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Two older businesspeople looking at a tablet screen
Brian Williams | Feb 8, 2022

Why Financial Professionals Are Still Important

Finance
Robo Advisors
With the popularity of robo-advisors, are financial professionals still necessary?
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Credit card being held
Brian Williams | Jan 17, 2022

Retirement Income Planning Requires Realistic Spending Assumptions

FINRA Reviewed
Retirement
If you have read any literature on retirement planning or have received advice from a financial professional, chances are you were presented with the 70% rule
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An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Brian Williams | Jan 10, 2022

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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House in wide view
Brian Williams | Jan 3, 2022

Should You Have a Living Trust?

Estate Planning
FINRA Reviewed
A will is the foundation of your estate plan and it is essential if your financial affairs are to be settled in accordance with your wishes. If you die without
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An elderly man and woman sitting together. They have their backs to the camera and are looking out at a vineyard.
Brian Williams | Dec 27, 2021

Financing Long-Term Care: Your Options Explained

Health
It's not always pleasant to think about the possibility of needing long-term care, but it's a necessary part of getting older.
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Brian Williams | Dec 20, 2021

Asset Allocation = Risk Allocation

Finance
FINRA Reviewed
Premium
Risk Management
While the current stock market boom has some people rejoicing it doesn’t appear as though their level of anxiety has abated much. Investors sometimes have short
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Brian Williams | Dec 13, 2021

For Financial Planning Success Consider the Impact of Behavioral Finance

Estate Planning
Finance
FINRA Reviewed
The success or failure of a financial plan is driven by a variety of possible influences. Factors like the right rate of savings, good investment selection, and
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default blog image
Brian Williams | Dec 6, 2021

What’s Your Risk Management Plan?

FINRA Reviewed
Insurance
Risk Management
Most people couldn’t bear the financial hardships resulting from unexpected events, such as a major house fire, a car accident, a disability or the premature
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