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Christine Williams

Personal Finance Expert

Posts by Christine Williams:

by Christine Williams Feb 24, 2022

Financial advisors are people and services that help you create a plan for meeting your financial goals and manage it along the way. With the help of a financial advisor, you could reduce your debt, save more and invest in ways that might not have been possible if you did it on your own. However, investment managers, financial consultants, financial planners and even digital investment management services called robo-advisors are all considered financial advisors. With that in mind, it’s important to consider whether or not the financial professional you hire is a  fiduciary — that is, whether or not they are bound to act in your best interest. A trusted financial advisor could help you plan for retirement and help you select investments that align with your financial goals. Find a qualified advisor today. Read more

by Christine Williams Feb 24, 2022

For some, working with a financial advisor may connote having pockets deep enough to meet with an expert in a mahogany-paneled office. But you don’t always need to be wealthy to benefit from financial advising. There are many types of advisors, and most investors will be able to find one who works for their specific situation. A financial advisor can help you best determine if you are on track to meet your long-term financial goals. This expert can work to help you save more, reduce your debt and invest more wisely. But how much do you really need in order to invest with an advisor? We’ll unpack that below. Read more

by Christine Williams Feb 17, 2022

Retirement savings plans have included alternative investments for more than 30 years. Plan sponsors view alternatives as complementary to traditional stock investments and annuities — but most plan participants don’t even know their 401(k) savings include these asset classes. A study released in February 2022 aims to shed light on these under-the-radar investments. Is it time to review your plan’s asset allocation? A financial advisor could help you plan for retirement and help you select investments that align with your financial goals. Find a qualified advisor today. Read more

by Christine Williams Jun 24, 2022

The data is in: 401(k) savings have hit record levels. Profit-sharing and 401(k) plans enjoyed more participation than ever before–all despite the negative impact of the COVID-19 pandemic. The reason… Read more

by Christine Williams Feb 09, 2022

Privacy advocates can breathe at least a little bit easier: the IRS has backtracked its decision to require all IRS website users to register with third-party identification platform ID.me.… Read more

by Christine Williams Feb 04, 2022

With a rapidly-growing $4.8 trillion market share, model portfolios are a major part of the investment space. In fact, more than half of advised assets are in model portfolios, and data provider… Read more

by Christine Williams Feb 03, 2022

Building wealth has grown more accessible than ever, thanks to declining trading costs and fractional share investing. Many brokerage firms already offer zero-commission online and exchange-traded… Read more

by Christine Williams Feb 02, 2022

Homeowners spend thousands of dollars a year on utility bills, and that figure is rising. The Energy Efficient Mortgage (EEM) program aims to help families save on their bills by helping to finance… Read more