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
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
How long does a $20 bill last?
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
This calculator helps estimate your federal estate tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much you have the potential to earn during your working years.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Learn how to harness the power of compound interest for your investments.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Making the most of surprises is a great reason to work with us.
Do you have causes that you want to support with donations? Here are three tips.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.