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John Williams

4 Places to Stash Your Emergency Fund Savings

Establishing An Emergency Fund and 4 Places to Stash Your Savings

April 28, 2023 by John Williams

Setting aside money in an emergency fund is step number one. Once that’s complete, you’ll need to find the right home for it, too. While the money should be accessible, you should also factor in protection and interest rates. Here, we explore four options: high-yield savings accounts, money market mutual funds, treasuries and CDs.

Read moreEstablishing An Emergency Fund and 4 Places to Stash Your Savings
Understanding Federal Student Loans and Other Borrowing Options

Understanding Federal Student Loans and Other Borrowing Options

April 20, 2023 by John Williams

There are several types of student loan options available. Understand how each might fit your unique needs.

Read moreUnderstanding Federal Student Loans and Other Borrowing Options
Income Tax Basics

Tax Basics: Understanding Income Tax Laws

March 10, 2023 by John Williams

While taxes can be extremely complex, anyone interested in gaining an understanding of where their money is going come tax season should learn these basic terms.

Read moreTax Basics: Understanding Income Tax Laws
How to Save for Retirement Without a 401(k)

How to Save for Retirement Without a 401k

January 14, 2023 by John Williams

If you don't have access to a 401k or 403b employer-sponsored contribution plan, here are your options for retirement savings accounts.

Read moreHow to Save for Retirement Without a 401k
Investing During a Down Market: Reasons to Consider Dollar-Cost Averaging

Investing During a Down Market: Reasons to Consider Dollar-Cost Averaging

January 6, 2023 by John Williams

Investing when the stock market is volatile can be nerve-wracking, but remaining on the sidelines during an inflationary period can be just as risky. Learn how dollar-cost averaging can help you develop a disciplined approach to investing that lowers your stress level, as well as your costs.

Read moreInvesting During a Down Market: Reasons to Consider Dollar-Cost Averaging
Financial Planning Checklist: Should I Consider Doing A Roth Conversion?

Financial Planning Checklist: Should I Consider Doing A Roth Conversion?

November 2, 2022 by John Williams

Converting to a Roth IRA could save you a lot on taxes in retirement. But there are a lot of important considerations to weight before making the switch.

Read moreFinancial Planning Checklist: Should I Consider Doing A Roth Conversion?
Tax-Loss Harvesting | Tax Time

Turn Investment Losses into Tax Breaks with Tax-Loss Harvesting

October 6, 2022 by John Williams

If you cashed in on the economic boom, don’t be caught off guard with a hefty capital gains tax bill. Here’s a look at a potential way to reduce your tax bill.

Read moreTurn Investment Losses into Tax Breaks with Tax-Loss Harvesting
A Better Approach to Retirement Income Then the 4% Rule

A Better Approach to Retirement Income Than the 4% Rule

August 19, 2022 by John Williams

Let's take a look at the advantages and disadvantages to following the 4% Rule as a retirement income strategy.

Read moreA Better Approach to Retirement Income Than the 4% Rule
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Montclair, NJ 07042
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