Goals

Charitable Bob Williams - December 2, 2024

Philanthropy is a prime component of American life. Whether it is inherent in our DNA or a practice taught from one generation to the...

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 still have time to make...

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 - October 23, 2024

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

Goals Bob Williams - June 14, 2024

An ex-spouse can get a Social Security benefit based on your work history. How much depends on how it's...

Financial Planning Bob Williams - January 18, 2024

Retirement planning is one of those things you have to get right. It can make all the difference between...

Financial Planning Bob Williams - November 27, 2023

Hey! It’s just an IRA. What is there to know? You put money in and it’s a tax deduction,...

Financial Planning Bob Williams - October 31, 2023

529 Education Savings Accounts are named after the section of the IRS code that outlines the rules of the...