"Helping you make smart choices with your money"

 

Click Here to request FREE monthly financial newsletter (e-mailed)

Click Here for "Your Account" to view all of your investment accounts

Click Here and you can now view E-SEMINARS on each of several critical areas of Financial Planning.

 


 Here is one Retirement Planning Idea:

Are you retired? Are you retiring within the next 5, 10, 15 or 20 years?

Do you enjoy the growth potential of stock and bond investments during the good times? Yet can you afford market crashes and declines when you are in the "Retirement Red Zone?"

Don't you wish you could have the growth of stock and bond investments, AND underlying minimum guarantees?

Please check out the retirement income planning problems and the insured solutions offered by Prudential by clicking here to view an 8 minute client video.

As a licensed Investment Advisor Representative, Freddy Williamson can offer you investment accounts where his compensation is based on FEES ONLY and NO COMMISSION is paid.

 
Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

More Calculators →

Newsletters

Leaving Your Home Out of the Retirement Equation

Plummeting home prices and increased borrowing cut U.S. home equity by more than 60% during the Great Recession — and housing prices have not yet recovered. This article considers the potential drawbacks of depending on home equity to help fund retirement.

Put It in Writing

A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.

Never Retire? Don't Count on It

In a recent survey, just 40% of wealthy individuals indicated they are totally confident they will have enough money for retirement. The other 60% said they will shun traditional retirement and work as long as possible. However, it could be dangerous to believe that a retirement income shortfall can be overcome by working past the traditional retirement age.

HOT TOPIC: Looking Ahead in 2012

2011 was a year of slow economic recovery, market volatility, and political conflict over the budget, the national debt, and taxes. All of these challenges continue to face us as we begin the new year. This article presents an overview of some of the issues that bear watching in 2012.

More Newsletters →