A successful retirement experience takes more than money. As you plan for your life in retirement, your current skills, interests, values, and preferences should be given thoughtful consideration. These characteristics will be the personal assets that you take with you into retirement to make it a successful and satisfying chapter of your life.
Emotions play a significant role in financial decision-making—sometimes more than logic. At J.F. Williams Co., Inc., we help clients recognize and manage emotional biases that can impact their financial choices. From understanding common cognitive biases to implementing strategies for objective decision-making, we guide investors toward long-term financial success with clarity and confidence.
Uncertainty is nothing new. Just as we face unknowns in life, financial markets are shaped by factors beyond our control. But instead of letting uncertainty create fear, it can be an opportunity to focus on the elements that truly matter.
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.
Adam, a CFP® and Associate Financial Planner, shared an inspiring story about his relative’s 25-year commitment to a disciplined investment strategy. This story highlights the significant personal value achieved through unwavering dedication and raises an important question: should you manage your investments yourself or trust a professional?
We are thrilled to announce and celebrate a significant milestone in the journey of our esteemed colleague, Holly Pickens. Holly has successfully passed the Certified Financial Planner (CFP) exam.