THE MILLENNIAL PERSPECTIVE: We Just Want to Sit at Home
It seems as though a “Help Wanted” sign is hanging in the window of every other place of business these days. I hear the phrase, “nobody...
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Jimmy J. Williams, CPA/PFS, CFP®
- Mar 17, 2022
- 3 min
Prudent Steps to a Secure Future
Our world is experiencing disruption on a global basis. War in Ukraine, inflation at a 40 year high, gasoline prices reflect the 70s, and...
Jimmy J. Williams, CPA/PFS, CFP®
- Mar 15, 2022
- 1 min
PODCAST - Van Halen and History: A Common Thread in Rock and Roll
Do you ever wonder certain people simply create their own path to success? In this episode, Jimmy hosts Greg Renoff, author of Amazon...
Jimmy J. Williams, CPA/PFS, CFP®
- Mar 10, 2022
- 4 min
Buy or Sell?
Life has a way of keeping things interesting. After a long cycle of bull returns, the time for profit-taking has arrived. This is the...
Jimmy J. Williams, CPA/PFS, CFP®
- Mar 7, 2022
- 1 min
PODCAST - Rise Above the Noise
Do you ever wish you could get a moment's peace? In this episode Lori and Jimmy share three strategies to help you rise above the noise...
Ashley Stieb
- Feb 28, 2022
- 4 min
The Millennial Perspective: Know Your Worth
What makes a good manager and leader? There are plenty of different answers to that question depending on who you ask. Our 6th United...
Jimmy J. Williams, CPA/PFS, CFP®
- Feb 28, 2022
- 1 min
PODCAST - Horizons of Opportunities
Do you ever wish you had a method of creating solutions unique to your challenges? Now you do! In this episode Jimmy shares his approach...
Jimmy J. Williams, CPA/PFS, CFP®
- Feb 15, 2022
- 3 min
Inflation Perspective
If you are living in the United States at this moment and have purchased any food, gasoline, household goods or clothing in the past...
Jimmy J. Williams, CPA/PFS, CFP®
- Feb 15, 2022
- 1 min
PODCAST - All You Need Is…
Do you know the most powerful emotion that humans experience? In this episode, Jimmy interviews Lori Few about some of her favorite...
Jimmy J. Williams, CPA/PFS, CFP®
- Feb 7, 2022
- 4 min
Bringing Clarity to Gift Taxes
Many of us have worked extremely hard in life to accumulate a substantial amount of assets to fund our future retirement. The younger...
Jimmy J. Williams, CPA/PFS, CFP®
- Feb 7, 2022
- 1 min
PODCAST - Essentialism — The Power of the 3 Es
How do ultra-successful people get so much done in a day? In this episode, Lori and Jimmy share the basics of essentialism, called “The 3...
Ashley Stieb
- Jan 31, 2022
- 3 min
The Millennial Perspective: Planning Ahead
Disruption can arise at any moment and oftentimes there is nothing we can do to avoid it from happening. There has been a lot of...
Jimmy J. Williams, CPA/PFS, CFP®
- Jan 31, 2022
- 1 min
PODCAST - From Imagination to Realization
Do you ever catch yourself wondering how certain technological advances were created? You can become one of the most imaginative people...
Jimmy J. Williams, CPA/PFS, CFP®
- Jan 24, 2022
- 3 min
Three Steps to Reduce Risk In Your Portfolio
Wouldn’t the world be a better place if you could predictably earn 8% returns on your portfolio every year and only invest in...
Jimmy J. Williams, CPA/PFS, CFP®
- Jan 24, 2022
- 1 min
PODCAST - Becoming an Active Listener
Do you ever wish you possessed greater communication skills? The first place to start developing this powerful tool is by implementing...
Jimmy J. Williams, CPA/PFS, CFP®
- Jan 18, 2022
- 3 min
How To Secure a Happy Retirement Life
One of the most asked questions from our new clients is “How much wealth do I need to last my lifetime?” The obvious answer is “depends.”...
Jimmy J. Williams, CPA/PFS, CFP®
- Jan 18, 2022
- 1 min
PODCAST - Vision, Persistence, Success
Do you ever wonder how some of the most successful people in the world achieved their success? The secret to success is revealed in this...
Jimmy J. Williams, CPA/PFS, CFP®
- Jan 10, 2022
- 3 min
Retirement Challenges and Successes
Another year of life has arrived. What are you doing to grow as a person? Grow your wealth? Grow your influence? It has been proven by...
Jimmy J. Williams, CPA/PFS, CFP®
- Jan 10, 2022
- 1 min
PODCAST - Everything I Need to Know
Do you ever wonder how certain people can make life look easier and wonderful? Betty White was one of those amazing people! In this...
Jimmy J. Williams, CPA/PFS, CFP®
- Jan 3, 2022
- 3 min
Concerned About Your Future?
Happy New Year! Another year of opportunities and dangers will present themselves periodically as we progress through 2022. This is...
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