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Investing
Strategy
Stocks/ETF’s
Bonds
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Home
Investing
Strategy
Stocks/ETF’s
Bonds
Commodities
Real Estate
Economics
Market-Based Indicators
Economic Data
Commentary
Financial Planning
Retirement
Medicare
Social Security
Estate Planning
Taxes
Charitable
Goals
Risk
Subscribe
Taxes
Estate Planning
Goals
Retirement
Risk
A Solution to Filing Estimated Taxes in Retirement
Financial Planning
Bob Williams
-
February 19, 2025
When you were working, paying all your taxes was not that big a deal (even though it was painful). You set your withholding, the...
Who Gets to Deduct the Kids?
Financial Planning
Bob Williams
-
February 11, 2025
Divorce. It’s ugly business. Not just in the emotional toll it takes on the couple calling it quits, but in time, money, other resources...
Don’t Forget the Spousal IRA
Financial Planning
Bob Williams
-
January 22, 2025
For much of American history, most households were single income families—dad went to work and mom stayed home keeping...
Charitable Giving Strategies
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...
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...
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....
2024 Standard Deduction and Tax Rate
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...
Charitable Giving Strategies
Charitable
Bob Williams
-
October 3, 2024
Philanthropy is a prime component of American life. Whether it is inherent in our DNA or a practice taught...
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