Understanding Today's Financial Environment
Most people spend more time planning a one week vacation than preparing for 10 to 30 years of retirement. According to the Employee Benefit Research Institute's 2010 Retirement-Readiness Study, "Nearly half, or 47%, of those on the verge of retirement are predicted to run out of money (in retirement)."
That's why you need a knowledgeable advisor to help you plan for your future.
… At Brad Williams Financial Services, our goal is to develop enduring, long-term personal relationships with our clients; knowing that you have placed your trust in our expertise and dedication.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
A change in your mindset during retirement may drive changes to your portfolio.
Calculating your potential Social Security benefit is a three-step process.
It may help your business be better prepared in the event of the death of a principal or key employee.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you should be saving for college.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Pundits say a lot of things about the markets. Let's see if you can keep up.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
There’s an alarming difference between perception and reality for current and future retirees.
Investors seeking world investments can choose between global and international funds. What's the difference?
$1 million in a diversified portfolio could help finance part of your retirement.