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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 house. Financial issues cannot be...

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 lower the cost of prescription...

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 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...

Investing Patrick Rogan - October 3, 2024

There are several ways to construct a portfolio: Some build with a top-down approach, building the portfolio from a pre-decided...