Mike Williams, Financial Advisor, PAS LLC
Will Your Current Path Lead to Your Desired Financial Destination?
I help people quantify where they are financially, clarify and articulate where they want to be, consistent with their values and beliefs, and I identify the most efficient path to get them where they want to be. I then coach them along the way to help them resist the distractions that may capture their attention and potentially derail their progress.
Mike Williams can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college funding, building retirement income, or estate strategy, my personalized service focuses your values, wants, and financial goals and objectives.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
It may help your business be better prepared in the event of the death of a principal or key employee.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Discover why we need to plan the future for future generations today.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
There are four very good reasons to start investing. Do you know what they are?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much you have the potential to earn during your working years.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Here is a quick history of the Federal Reserve and an overview of what it does.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
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.
Even low inflation rates can pose a threat to investment returns.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.