• 513-791-8899
  • gwilliams@crownmail.net
Facebook Twitter Linkedin
Menu
  • Home
  • About Us
  • Our Value
  • Our Process
  • Client Profiles
  • FAQ
  • Our Team
  • Contact Us

Your Emergency Fund: How Much is Enough?

Thursday, 31 January 2019 by Gary Williams CFP®
Emergency Fund
An emergency fund may help alleviate the stress associated with a financial crisis. Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing, and your family ends up on a first-name basis with the nurse at urgent care. Then, as you’re driving to work, giving yourself your best,
Personal Finance
Read more
  • Published in Weathcare Project
No Comments

Section 199A Business Tax Deductions

Thursday, 24 January 2019 by Gary Williams CFP®
Section 199a deduction
Something you might want to know, as a business owner. There’s a tax cut that many may not be aware of, but it’s new for 2018 and worth some consideration.
Taxes
Read more
  • Published in Weathcare Project
No Comments

The Anatomy of an Index

Friday, 18 January 2019 by Gary Williams CFP®
S&P 500 Index
The S&P 500 represents a large portion of the value of the U.S. equity market Did you know that nearly $10 trillion in assets are benchmarked to the Standard & Poor’s 500 Composite Index, including about $3.5 trillion in index assets?1 The S&P 500 is ubiquitous. It is constantly referenced in financial and non-financial media,
Investing
Read more
  • Published in Weathcare Project
No Comments

No, That Is Not the I.R.S. Calling

Thursday, 10 January 2019 by Gary Williams CFP®
Watch out for crooks impersonating I.R.S. agents (and financial industry professionals). Do you know how the Internal Revenue Service contacts taxpayers to resolve a problem? The first step is almost always to send a letter through the U.S. Postal Service to the taxpayer.1   It is very rare for the I.R.S. to make the first
Personal FinanceTaxes
Read more
  • Published in Weathcare Project
No Comments

Staying Out of Debt Once You Get Out of Debt

Friday, 30 November 2018 by Gary Williams CFP®
Debt Free
As you reduce your liabilities, embrace the behaviors that may improve your balance sheet. Paying off a major debt produces a sense of relief. You can celebrate a financial milestone; you can “pay yourself first” to greater degree and direct more money toward your dreams and your financial future rather than your creditors. Once you
BudgetingPersonal FinanceSaving
Read more
  • Published in Weathcare Project
No Comments

Are Financial Advisory Fees Tax-Deductible? (Updated for TCJA)

Friday, 02 November 2018 by Gary Williams CFP®
Financial Advisory Fee
    Before 2018, you could partly or fully deduct investment advisory fees on your federal income tax return. When the Tax Cuts and Jobs Act was passed, however, the miscellaneous itemized deduction for investment fees and expenses vanished.1 This deduction seldom mattered for taxpayers in the highest brackets, as they could only deduct miscellaneous
Taxes
Read more
  • Published in Weathcare Project
No Comments
  • 1
  • 2
  • 3
  • 4
Schedule an appointment
Click to Schedule an Appointment

Tags

401(k) Behavior Budgeting Charity College Cybersecurity Estate Planning Healthcare Housing insurance Investing IRA Long Term Care Markets Personal Finance Probate Retirement Roth Saving Social Security Taxes women

Our Post Archive

get in touch

  • 513-791-8899
  • gwilliams@crownmail.net
  • 8160 Corporate Park Dr
    Suite 210
    Cincinnati OH 45242
  • Open in Google Maps

more information

  • Contact Us
  • Privacy Policy
  • Sitemap

Weekly Newsletter

Get updates with our latest insights.  We never spam!

Stuff we have to say

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing certification requirements. CHARTERED RETIREMENT PLANNING COUNSELORsm and CRPC® are registered service marks of the College for Financial Planning®. DISCLAIMER: This web-site is for informational purposes only and does not constitute a solicitation or offer to sell securities in states where we are not licensed. Gary L Williams is licensed in the states of Ohio and Kentucky for securities, life insurance, and variable products. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this web-site should be interpreted to state or imply that past results are an indication of future performance. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED WEB-SITE. Some material on this website prepared by MarketingLibrary.Net Inc., and does not necessarily represent the views of the presenting party, nor their affiliates. Marketing Library.Net Inc. is not affiliated with any broker or brokerage firm that may be providing this information to you. All information is believed to be from reliable sources; however we make no representation as to its completeness or accuracy. Please note – investing involves risk, and past performance is no guarantee of future results. The publisher is not engaged in rendering legal, accounting or other professional services. If assistance is needed, the reader is advised to engage the services of a competent professional. This information should not be construed as investment, tax or legal advice and may not be relied on for the purpose of avoiding any Federal tax penalty. This is not a solicitation or a recommendation to purchase or sell any investment or insurance product or service, and should not be relied upon as such. All indices are unmanaged and are not illustrative of any particular investment.

© 2018 Gary L Williams. All Rights Reserved.

Gary L Williams Registered Representative, Registered Investment Advisory Associate
Securities and Investment Advisory services offered through Crown Capital Securities LP 8160 Corporate Park Dr Ste 210 Cincinnati OH 45242 513-791-8899 Member FINRA, SIPC