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Weekly Market Commentary BlogINDEPENDENT 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.
Helpful Content
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
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."
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
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How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.