Everything Cycles in our Economy
Housing inventory is lower in the United States since the rising rate market began in 2022. Americans are living in their existing homes...
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Jimmy J. Williams, CPA/PFS, CFP®
- Aug 30
- 4 min
Discipline: The Key To Success
The big “D” is one of the primary factors for the results of wealthy individuals. Recently, I read a story about Ronald Read, a retired...
Jimmy J. Williams, CPA/PFS, CFP®
- Aug 23
- 3 min
As Easy As 1-2-3
Life is easy. We make it harder than it must be. I had an opportunity recently to speak with a 22-year-old young man who asked many...
Jimmy J. Williams, CPA/PFS, CFP®
- Aug 15
- 3 min
Revisiting Your Plan for the Future
Imagine you have planned a wonderful vacation for your family to enjoy a cruise of the Greek Islands in December, 2024. Yes, it is more...
Jimmy J. Williams, CPA/PFS, CFP®
- Aug 15
- 1 min
PODCAST - Designing and Realizing Your Dreams
Do you ever feel you will never change your life in a big way? In this episode, Jimmy shares four actions to designing and reaching your...
Jimmy J. Williams, CPA/PFS, CFP®
- Apr 10
- 1 min
PODCAST - Building Your Personal Brand
Do you desire to grow your influence and gain market share for your business? Personal and business branding are the methods of...
Jimmy J. Williams, CPA/PFS, CFP®
- Apr 10
- 3 min
Don’t Leave Your Money Behind When You Leave a Job
If you were to leave your home and move to another one, would you leave your valuable jewelry and other assets with the old home? Of...
Jimmy J. Williams, CPA/PFS, CFP®
- Apr 10
- 3 min
“During” Retirement is Different than “To” Retirement
Work, work, work! This is the metronome of our lives for more than 40 years of our existence. My father was an excellent instructor on...
Jimmy J. Williams, CPA/PFS, CFP®
- Apr 10
- 1 min
PODCAST - Achieving Financial Freedom
Do you ever dream of financial freedom? In this episode, Lori and Jimmy share strategies, tactics and true stories of others who started...
Jimmy J. Williams, CPA/PFS, CFP®
- Apr 10
- 3 min
Life Isn't "Set it and Forget it"
“It’s the end of the world as we know it,” as the pop singer bellows out the first line of the chorus of a top song for their band. What...
Jimmy J. Williams, CPA/PFS, CFP®
- Mar 21
- 1 min
PODCAST - Three Money Habits Grade School Should Have Taught You
Stop what you are doing as you plan to listen to this episode. Think back on your life recalling the places and activities you learned...
Jimmy J. Williams, CPA/PFS, CFP®
- Mar 21
- 1 min
PODCAST - Three Money Questions to Ask Your Partner
Lori and Jimmy tackle difficult questions that must be asked of your life partner to create a bond of trust. These questions are not...
Jimmy J. Williams, CPA/PFS, CFP®
- Mar 2
- 1 min
PODCAST - Leaning Forward Into Tomorrow
This episode is a celebration of the past four years as Lori and Jimmy discuss the evolution of the process and their favorite episodes...
Jimmy J. Williams, CPA/PFS, CFP®
- Feb 21
- 1 min
PODCAST - What Mask are You Wearing?
To cope with life, many of us use masks to protect our emotions, personality and other traits. In this episode Jimmy and Lori share their...
Jimmy J. Williams, CPA/PFS, CFP®
- Feb 21
- 3 min
It's Tax Time! Are You Ready?
The taxman cometh! Every year at this time, individuals in our great country are asked to file their income tax returns to contribute a...
Jimmy J. Williams, CPA/PFS, CFP®
- Feb 21
- 3 min
Predicting Your Future
Prior to starting the new year, many of us sat down with a pen and paper to develop our desired goals for 2023. Well, some of us did....
Jimmy J. Williams, CPA/PFS, CFP®
- Feb 21
- 4 min
New Retirement Changes That May Secure Your Future
One of the best attributes about my profession is the constant change in the rules for which we give advice to our clients. One of the...
Jimmy J. Williams, CPA/PFS, CFP®
- Feb 13
- 1 min
PODCAST - Leading a Fulfilled Life
Do you ever feel life is simply consecutive days on a hamster wheel with no satisfaction and no excitement? In this episode Jimmy and...
Jimmy J. Williams, CPA/PFS, CFP®
- Feb 8
- 1 min
PODCAST - Regaining Control of Your World
Do you ever feel the world has taken control of your life? In this episode, Lori and Jimmy share their strategies for regaining control...
Jimmy J. Williams, CPA/PFS, CFP®
- Jan 31
- 4 min
How Successful People Gain and Retain Their Wealth
There is a TV show that I witnessed a couple of times that is titled, How Winning the Lottery Ruined my Life, or something to that effect....
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