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.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
There’s a link between debt and stress.
An inside look at how marginal income tax brackets work.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps estimate your federal estate tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator demonstrates the power of compound interest.
A presentation about managing money: using it, saving it, and even getting credit.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Investors seeking world investments can choose between global and international funds. What's the difference?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
How do the markets usually react to elections? Was the 2016 election any different?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
If you died, what would happen to your email archives, social profiles and online accounts?
Understanding the cycle of investing may help you avoid easy pitfalls.