Sound Income Strategies’ ETF Ends Year as a Top Performer
Sound Income Strategies, a Florida-based RIA and money manager, saw its FXED ETF end 2023 in the top 1% of similar funds tracked by Morningstar. Digital Wealth News has reported […]
Retirement Help
Brad Williams Financial Services provides retirement planning services designed to educate clients as to their best options for meeting their current financial needs, achieving their long-term financial goals, avoiding common [...]
Return on Principle
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So You’re Retired – Now What?
Most qualified retirement plans offer significant tax benefits - if you're willing to follow a few IRS-specified rules, that is. The federal government wants to make plans such as 401(k)s, [...]
How Social Security Works
The Social Security program was signed into law in 1935 after the nation had endured more than a half-decade of the Great Depression. It was intended to provide a safety [...]
Retirement Expenses
How Living Expenses Change During Retirement There are some upsides to being a retiree - senior discounts, lower taxes, subsidized healthcare, and regular Social Security checks among them. On the [...]
Bridging The Income Gap
Social Security was never designed to be an individual's sole source of retirement income. Instead, it was meant to bridge the gap between people's income from pensions and savings and [...]
IRA Conversions
The Roth IRA offers a number of advantages over its traditional counterpart. These include: Tax-free distributions at retirement Ability to continue making contributions beyond age 70-1/2 No required minimum distributions [...]
CLU | Chartered Life Underwriter
CLU – Chartered Life Underwriter A CLU is a professional advisor in all of the areas of business and family financial security that are encompassed by life insurance. To become […]
Retirement Basics
Planning for The "Golden Years" There's a saying that if you have your health, you have everything. Well, that's not exactly true - without adequate resources, you could enjoy a [...]
