Williams Financial Video Updates
Ask Kevin Anything Episode 5
Is it possible to transform $100 into $780 of tax savings? Spoiler alert: the answer is yes (with the right conditions, of course)! In this episode of Ask Kevin Anything (AKA), we’ll explore practical tips and strategies to optimize your Health Savings Account contributions and mitigate your overall tax burden.
Participating in AKA won't just boost your financial knowledge; you’ll also be helping a family in need. For each answered question, we will donate to a local food pantry or other charitable organization. Submit your inquiry for a future segment at https://kqwilliamsfinancial.com/videos/#aka
What is tax-focused financial planning?
A comprehensive approach to wealth management requires tax-focused financial planning. To better understand this method, imagine riding a 10-speed bicycle. By adjusting the gauge, you can navigate hills and obstacles while conserving energy for the road ahead. Likewise, tax-focused planning involves constantly watching the financial landscape for potential opportunities and challenges to ensure you are using the best possible strategies for fiscal health.
The team at Williams Financial Services is ready to empower you in making the best decision for your future. Contact us at https://kqwilliamsfinancial.com/contactus/ to start reaching your goals!
Lessons from the Honeybee
Have you ever watched a honeybee? While they seem to fly randomly from flower to flower, bees are actually incredibly organized and efficient. With individual discipline and hive collaboration, bees are able to survive in a world filled with powerful adversaries.
We can learn a lot about how to manage our finances and our lives by watching this magnificent creature. Call Kevin Williams today to find out how we can help you build your hive!
Bringing Clarity to Your Financial Decisions: Meet Kevin Williams
As a young boy, Kevin began learning the importance of responsible, tax-focused financial management. With his years of experience, strong education, and positive relationships, he’s ready to bring clarity to your financial decisions as well.
Providing sound financial advice and tax burden planning services, Kevin Williams works to ensure that you have the right information to make the right choices for your financial future.
Achieve Wealth Success with Tax-Focused Financial Planning
Engaging with Williams Financial Services means you’re not only hiring a wealth advisor but a skilled CPA ready to help you find the best path to financial freedom. He can help you avoid unseen opponents to protect your assets and grow your wealth. Increase your odds with tax-focused financial planning.
You ask the questions. We answer your questions, and together we help feed a local family in need. For every question used in a segment, we will donate $100 to a local food pantry or charitable food provider.
Ask Kevin Anything Episode 5
Is it possible to transform $100 into $780 of tax savings? Spoiler alert: the answer is yes (with the right conditions, of course)! In this episode of Ask Kevin Anything (AKA), we’ll explore practical tips and strategies to optimize your Health Savings Account contributions and mitigate your overall tax burden.
Participating in AKA won't just boost your financial knowledge; you’ll also be helping a family in need. For each answered question, we will donate to a local food pantry or other charitable organization. Submit your inquiry for a future segment at https://kqwilliamsfinancial.com/videos/#aka
Ask Kevin Anything Episode 4
In this episode of “Ask Kevin Anything" (AKA), we’ll discuss revocable trusts and their potential place in your overall wealth plan. While a revocable trust may not always be the best alternative, it can be beneficial in certain situations. Contact Williams Financial Services today at https://kqwilliamsfinancial.com/contactus/ to find out if a revocable trust is the right solution for your financial strategy.
Participating in AKA won't just boost your financial knowledge; you’ll also be helping a family in need. For each answered question, we will donate to a local food pantry or other charitable organization. Submit your inquiry for a future segment at https://kqwilliamsfinancial.com/videos/#aka
AKA Episode 03: Estate Planning Solutions
When considering your estate plan, simply adding your child’s name to your home title can seem like an easy solution. If not handled appropriately, however, this kind of practice can carry expensive tax consequences. In this episode of Ask Kevin Anything (AKA), we’ll discuss alternative solutions to minimize your loved one’s burden and maximize your gift.
Participating in AKA won't just boost your financial knowledge; you’ll also be helping a family in need. For each answered question, we will donate to a local food pantry or other charitable organization. Submit your inquiry for a future segment at https://kqwilliamsfinancial.com/videos/#aka.
Ask Kevin Anything - Episode 02
With the economic uncertainty resulting from the COVID-19 crisis, it’s not uncommon to find yourself in a difficult financial situation. A 60-day IRA rollover might seem like a tempting solution, but the unforeseen results can be disastrous. In this installment of AKA, Kevin explains the possible dangers to consider before depleting this important account.
Participating in AKA won't just boost your financial knowledge; you’ll also be helping a family in need. For each answered question, we will donate to a local food pantry or other charitable organization. Submit your inquiry for a future segment at https://kqwilliamsfinancial.com/videos/#aka.
Ask Kevin Anything - Episode One
In this inaugural installment of Ask Kevin Anything (AKA), we discuss real tax strategies and solutions for those affected by the COVID-19 crisis. Join Kevin as he explains the consequences of the Tax Cut and Jobs Act and its effects on employees incurring work-from-home expenses.
Not only will your tax knowledge benefit from participation in AKA; you’ll also be helping a family in need. For each answered question, we will donate to a local food pantry or other charitable organization. Submit your question for a future segment at https://kqwilliamsfinancial.com/videos/#aka
Ask Kevin Anything - Episode One
In this inaugural installment of Ask Kevin Anything (AKA), we discuss real tax strategies and solutions for those affected by the COVID-19 crisis. Join Kevin as he explains the consequences of the Tax Cut and Jobs Act and its effects on employees incurring work-from-home expenses.
Not only will your tax knowledge benefit from participation in AKA; you’ll also be helping a family in need. For each answered question, we will donate to a local food pantry or other charitable organization. Submit your question for a future segment at https://kqwilliamsfinancial.com/videos/#aka
Minimize Your Covid-19 Tax Burden
Through a fiscal and monetary policy response to the Covid-19 pandemic, the federal government has added 4.5 trillion dollars to the national debt. This addition could potentially raise your personal tax liability by as much as $28,000! With 30 years of experience and a comprehensive view of the taxation landscape, Kevin Williams can help you navigate this new normal and keep more of what you make.
Navigating the “New Normal” Post COVID-19
Everyone likes to have a plan, but unexpected challenges, like the COVID-19 pandemic, call for flexibility and creative problem solving. With strong qualifications in the areas of finance and taxation, Williams Financial Services can help you navigate this new normal, protect your assets, and achieve wealth success.
