David A. Williamson

Is your retirement plan protected?

Planning for retirement is probably a top priority for you. Do you know how much money you need to retire? Are you concerned that you may outlive your money? Are you concerned about what a chronic health care need could have on your family and finances? Your retirement is the dream for you and your […]

Help for the ‘Sandwich Generation’

The “Sandwich Generation” is the largely unheralded group of adults who find themselves raising and providing for young children while also caring and providing for aging parents. If you are a member of this generation, it might seem like there is no safe or reliable investment to protect your family and address your specific needs. […]

Being prepared is smart

Protect the lifestyles of the people you love in the event of the unexpected. With today’s busy lifestyle, it takes a plan to get things done. Whether it’s as simple as a grocery list, or as complicated as planning a wedding, careful preparation can help you save time, money and countless headaches. Surprisingly, though, most […]

How life insurance can protect your home

You and your family have worked hard to acquire your home, a rental property or other real estate holdings, and you qualified for that mortgage thanks to your income level, excellent credit rating and financial history. But what would happen if you — the primary income producer or even as half of a dual-income partnership […]

Generate retirement income more efficiently

Retiring at last. You have earned it by every measure. But now, you face an important transition in your personal financial plan. You have finished accumulating retirement assets and are now beginning to distribute them as income to support your retirement lifestyle. The choices you make now can certainly impact your long-term financial situation. Preserving […]

Taking financial responsibility: What’s your game plan?

How’s your financial strategy coming along? That old adage, “People don’t plan to fail, they fail to plan,” can be especially true when it comes to finances. And, given the current economy, the best time to start taking control of your finances is today. Being financially responsible doesn’t just happen. It’s a conscious decision you make to live […]

February 29, 2012 | Posted in The Other Side of 50 Feb. 2012 | Tagged | Leave a reply

Organizing your financial life

Do you know where all your critical documents are located? If a death in the family were to occur, would you know where to locate the will, bank documents, insurance policies and investment documents? Would you even know whom to contact to get the documents you need? Are you in document disarray? Whether you are […]

December 30, 2011 | Posted in The Other Side of 50 December 2011 | Tagged | Leave a reply

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