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.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
A change in your mindset during retirement may drive changes to your portfolio.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
The uncertainties we face in retirement can erode our sense of confidence.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Knowing the rules may help you decide when to start benefits.
A letter of instructions provides additional and more personal information regarding your estate.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to better see the potential impact of compound interest on an asset.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you should be saving for college.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
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 are hundreds of ETFs available. Should you invest in them?
Understanding the cycle of investing may help you avoid easy pitfalls.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.