The SALT Cap: What It Is and Why It Matters
Learn how the SALT cap impacts state and local tax deductions and discover potential tax planning strategies for 2025. Stay informed with J.F. Williams Co., Inc.
Technology: Balancing Convenience and Security
Going paperless is just one piece of a much larger technological landscape. The most profound transformation has been in connectivity—from local networks to the global internet. This connectivity brings incredible convenience, putting the world at our fingertips. But it also comes with risks, as cybercrime becomes more sophisticated and pervasive.
What Does It Take to Take on Risk?
Learn what it takes to manage risk effectively in your financial plan. Understand key concepts of risk tolerance, risk management strategies, and how to align investment decisions with your financial goals.
Freedom (Not to Worry)
Discover how comprehensive financial planning can provide peace of mind during life's most difficult transitions. This blog shares a real-life story of a client's journey to finding freedom from financial worries while caring for a loved one with dementia.
Understanding the Role of Psychology and Permission in Effective Financial Planning
Explore how psychological principles and the concept of permission impact financial planning. Learn about financial flashpoints, the stages of change, and the Self of the Therapist (SOTFT) to enhance client engagement and effective financial guidance.
From Interest to Ownership: Celebrating Adam Van Wert's Journey in Financial Planning
Discover Adam Van Wert's journey to becoming a successful financial planner and shareholder at J.F. Williams Co.. Gain insights and tips for aspiring financial planners.