Understanding Today's Financial Environment
Welcome, I'm Barb Williams, a financial consultant in Tacoma, WA. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (253) 879-9549.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
There are benefits and limitations when you decide to donate stock.
To choose a plan, it’s important to ask yourself four key questions.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps estimate your federal estate tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
How federal estate taxes work, plus estate management documents and tactics.
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.
Learn how to harness the power of compound interest for your investments.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Around the country, attitudes about retirement are shifting.
When do you need a will? The answer is easy: Right Now.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Have you found yourself suddenly single? Here are 3 steps to take right now.