Dave Williams’ Vision
We invite you to discover and experience the power of our services. Every client gets our undivided attention, from planning to execution to follow-up, since no one strategy fits everyone.Contact us today at: 317-802-7672
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
For homeowners who think their property taxes are too high, there are ways to appeal.
Simple steps may help you foil hackers and protect your privacy.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Second marriages are a trigger event to revisit any existing estate strategies.
It may help your business be better prepared in the event of the death of a principal or key employee.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you should be saving for college.
This calculator demonstrates the power of compound interest.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
What if instead of buying that home, you invested that money?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?