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INDEPENDENT FINANCIAL ADVISORY AND WEALTH MANAGEMENT SERVICES
Williamson Wealth Advisors' mission is to inspire our clients to achieve true wealth through education, communication, and service which exceed their expectations. We are an independent wealth advisory firm, serving clients through holistic financial planning, disciplined investment strategies and proactive personal service. Let us build a partnership with you, to create a lifestyle for you.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
It's important to make sure your retirement strategy anticipates health-care expenses.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
There are things about Social Security that might surprise you.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate your monthly and annual income from various IRA types.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Understanding the cycle of investing may help you avoid easy pitfalls.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
There’s an alarming difference between perception and reality for current and future retirees.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
The decision whether to buy or rent a home may have long-term implications.