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Understanding Today's Financial Environment

In today’s uncertain financial environment, you need a trusted advisor to walk you through the process of investing for the future. Whether you’re strategizing for your estate, making sure you’ll have enough to live on comfortably throughout retirement, or saving for college, our trusted financial advisors in Shreveport can help. From our headquarters in Shreveport, Williams Financial Advisors helps clients across Louisiana and around the world gain financial confidence and prepare for the future.

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Helpful Content

The Financial Literacy Crisis

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Is a SEP-IRA Right for Your Business?

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

When Does Your Personal Car Become a Commercial Vehicle?

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

 

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

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.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

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