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In this blog we will be talk about every day financial topics in straight forward language. Topics will include anything from taxes to investing, retirement planning, insurance, and general financial planning. That's not to say there won't be some fun and entertaining topics too. I will share funny and embarrassing stories and probably some heart felt antidotes, to keep things real. So keep checking in. We’re glad to have you reading along.

Tim Williams

Tuesday, January 10, 2017

Tax Refund Delays There are going to be several tax refund delays for taxpayers in 2017. A new law, called the PATH ACT, requires the IRS to hold refunds until mid-February in 2017 for people claiming the Earned Income Tax Credit or...

 

Monday, June 27, 2016

Brexit and What It Means for You With Brexit now and reality and not something that is just making the occasional news cycle, what does it mean for you? In the short term, it probably will mean some stock market volatility, non-stop...

 

Monday, June 20, 2016

Volatility Is Not Risk The two should not be confused. Provided by Tim Williams What is risk? To the conservative investor, risk is a negative. To the opportunistic investor, risk is a factor to tolerate and accept. Whatever the...

 

Wednesday, June 15, 2016

The Chapters of Retirement The five phases of life after 50 & the considerations that accompany them. Provided by Tim Williams The journey to and through retirement occurs gradually, like successive chapters in a book. Each chapter has...

 

Friday, May 6, 2016

Why People Want Independent Financial Advisors In some cases, “independent” is better. Provided by Tim Williams Times have changed – and so have financial advisors. Today, people don’t want financial advice...

 

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Tuesday, April 12, 2016

Understanding the Automatic Income Tax Extension So are you like many other people who have found themselves coming down to the wire to file their income tax return? Take a deep breath and don't panic! There is help and belive it or...

 

Wednesday, March 9, 2016

When most people think of IRA's they think of retirement, savings, and investing. However, one of the most important features of an IRA is their tax planning benefits. IRA's are one of the most powerful retirement savings tools...

 

Thursday, December 10, 2015

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