Recent Thinking

You may think you need to choose a financial advisor in your local area, but there are a lot of reasons not to limit your choices. Here are some factors to consider first when weighing your options.

Here’s a common question I hear a lot: How much can I safely withdrawal from my retirement savings after I retire.

I’m quite often am asked how much can I gift to a loved one. Well the simple answer is “Whatever you want”, but there could be implications you need to be aware of if you did that. So let’s get started.

Hello and welcome back to Smart Financial Future. I’m John Williams, Certified Financial Planner and Senior Advisor at Ironwood Wealth Management and today I want to go over how assets pass on after you pass away.

Hello and welcome back to Smart Financial Future. I’m John Williams, Certified Financial Planner and Senior Advisor at Ironwood Wealth Management and today I want to talk about some of the documents used in estate planning.

I’m John Williams, Certified Financial Planner and Senior Advisor at Ironwood Wealth Management and today I want to talk about multi-millionaires. In a recent study 880 millionaires were asked to identify the biggest investing mistake they made before they decided to get help from a professional.