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Tag Archives: financial planning

Gary S. Williams: Formal business plan key for future growth

Whether you’re an entrepreneur who dreams of starting a business or an experienced owner in search of future growth, creating a formal business plan is likely to be a cornerstone of the process. There are three reasons why a business ...

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Marianne D. Fishler: In volatile times, investors shouldn’t try to time market

You get a lot of information from the Internet, but not necessarily a lot of knowledge. And over the past month or so, we have been bombarded with a multitude of negative headlines: the U.S. credit rating is downgraded, second-quarter ...

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Gary S. Williams: As you get older, managing money gets more complex

As Americans live longer, the task of managing money after retirement gets more complex. A retiree in his or her mid-60s typically has a different risk profile than an individual approaching 90. It may be helpful to look at various ...

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Gary S. Williams: After divorce, be careful with retirement plan

Federal law requires that participants in employer-sponsored retirement plans designate their spouse as their beneficiary, unless the spouse waives this right in writing. Assuming that you and your spouse adhered to this practice, a document known as a Qualified Domestic ...

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Gary S. Williams: Do all your homework before deciding to buy a house

Home ownership is the cornerstone of the American Dream. But before you start looking, there are a number of things you need to consider. First, you should determine what your needs are and whether owning your own home will meet ...

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