Bob Williams

Financial Planning Bob Williams - November 14, 2024

As you’re planning the best way to maximize your retirement savings next year, it’s important to know what changes...

Financial Planning Bob Williams - November 14, 2024

Still looking for ways to keep the IRS’s hand out of your pocket at tax time? If so, you...

Charitable Bob Williams - November 5, 2024

The end of the year is a great time to think about what’s coming up and reviewing your financial...

Financial Planning Bob Williams - November 5, 2024

Since 2022, the news has been full of stories about the wonderful things the federal government is doing to...

Estate Planning Bob Williams - October 30, 2024

Do you want your ex-spouse to get your money when you die? Or how about someone that’s fallen out...

Financial Planning Bob Williams - October 30, 2024

We’re in the fourth quarter of the year and people on Medicare want to know what it will cost...

Financial Planning Bob Williams - October 23, 2024

It seems like we just rang in the new year and here we are at the end of 2024....

Charitable Bob Williams - October 22, 2024

It’s near the end of the year and you’re calculating how much you’ll have to pay the IRS when...

Financial Planning Bob Williams - October 22, 2024

It won’t be long before you’ll be fussin’ and cussin’ again as you gather all the tax information needed...

Financial Planning Bob Williams - October 15, 2024

You’re doing your year-end financial review and trying to figure out how much you’ll have next year to pay...

Financial Planning Bob Williams - October 10, 2024

Yep, it’s that time of year again, Medicare Open Enrollment, so it’s time to do your homework and go...

Financial Planning Bob Williams - October 10, 2024

Pundits spend months predicting how much the Social Security cost-of-living-adjustment (COLA) will be for the following year. Me? I...