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John Williams

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
How to Deal With High Inflation

Financial Planning Checklist: How to Deal With High Inflation

June 16, 2022 by John Williams

Let’s shed some light on opportunities to improve your situation in the wake of high inflation.

Read moreFinancial Planning Checklist: How to Deal With High Inflation
Economic Concerns

Is the U.S. Headed for Another Recession?

April 29, 2022 by John Williams

An overview of what's going on in the financial and economic world, plus a discussion of the hunt for beauty in the mundane.

Read moreIs the U.S. Headed for Another Recession?
Stressed Out by Headlines? Try These 3 Strategies

Stressed Out by Headlines? Try These 3 Strategies

March 4, 2022 by John Williams

If the constant cycle of negative world news makes you anxious, take these three action steps.

Read moreStressed Out by Headlines? Try These 3 Strategies
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Montclair, NJ 07042
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    • Agent of Wealth
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  • About
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    • Our Difference
  • Who We Work With
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    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
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    • Wealth Center
    • Orion

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