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.
Helpful Content
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Helpful Retirement Strategies for Women
Learn how to address the challenges that women face when planning for retirement.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
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My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Saving for College
This calculator can help you estimate how much you should be saving for college.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.