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Strategy
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Year-End Financial Checklist
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...
2024 Year End Financial Moves to Make Right Now
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. So, with the time left...
Know the Rules Before Taking a Lump Sum Distribution
Financial Planning
Bob Williams
-
November 9, 2023
It’s the end of an era, at least for Baby Boomers. Some have already retired; many more can see...
Fraud Victims Owe Taxes on the Fraud
Financial Planning
Bob Williams
-
November 6, 2023
It’s bad enough to get scammed. But being forced to pay taxes on what you were scammed out of...
Has Inflation Killed the Easter Bunny?
Financial Planning
Bob Williams
-
March 30, 2023
The Easter Bunny may have a lighter load this year. With the price of eggs so high, people will...
Cyber Thieves are Stealing your Retirement
Financial Planning
Bob Williams
-
March 28, 2023
If it can be stolen, cyber thieves have figured out how to do it. They hack and breach their...
Medical Debt Collection and Your Credit Score
Goals
Bob Williams
-
November 28, 2022
Well, here’s a shocker—the cost of healthcare is getting more expensive all the time—much more. And with the highest...
It’s Time to Tackle the Year-End Financial Checklist
Estate Planning
Bob Williams
-
October 11, 2022
Here we are again in the final quarter of the year when thoughts turn to Thanksgiving and Christmas and…...
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