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.
When Do You Need a Will?
When do you need a will? The answer is easy: right now.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Gaining a better understanding of municipal bonds makes more sense than ever.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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 estimate your federal estate tax liability.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Why are 401(k) plans, annuities, and IRAs so popular?
Investors seeking world investments can choose between global and international funds. What's the difference?
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
There are hundreds of ETFs available. Should you invest in them?
How will you weather the ups and downs of the business cycle?
Pundits say a lot of things about the markets. Let's see if you can keep up.