INVESTMENTS: It’s January – Happy Tax Season
Tax season arrives too soon each year. It is now officially time to begin filing personal, business and employment tax forms for the 2018 tax year. Tax deadlines have not … Read more
Investments
INVESTMENTS: Who knew retirement was so much work!
Most people think retirement planning means picking mutual funds in your 401k. But sometimes, how to create reliable, lifetime, tax efficient income and how to manage costs seems more difficult … Read more
INVESTMENTS: I Already Have an Estate Plan – What is Next?
Many clients come to us after they have previously prepared an estate plan, perhaps only a few years ago, and perhaps so many years ago that you had named guardians … Read more
INVESTMENTS: Owning a Business
Owning a Business – Taxes, Trusts, and Other Tips I want to own my own business – great news! Where do I start? That is a question that frequently walks … Read more
INVESTMENTS: Giving Back – Making Strides Against Breast Cancer
This month, instead of discussing the fascinating topics of taxes and estate planning, I am going to share about a topic that is a passion for me, and for many … Read more
Investments: ESTATE PLANNING – Fact or Fiction
Many individuals procrastinate or avoid the process of estate planning because of fear. They have been misinformed about what is needed, have listened to family stories about the bad experiences … Read more
TRUSTS & TAXES: What is ‘Asset Protection’ and who needs it?
Google the term “asset protection” and a dazzling array of articles pop up, most unrelated to the actual topic itself, and most actually the front for a sales pitch. Most … Read more
Patrick Williams Insurace
People often joke that life insurance is a bad bet, since one has to die to win. That may be true, but really ALL insurance is simply a way to replace … Read more
Investments: 2016 In Review
As we look back at 2016 and ahead to 2017, we’ll leave the political discourse and analysis to others and focus our comments within our circle of expertise: the creation … Read more
Money: Evidence-Based Investing
In 2017, we hope that you will continue to focus on evidence-based investing as a guide for investment. Whether you have an investment advisor or are looking for one, keep … Read more