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Let Williamson's Tax & Financial Services become your full service provider
Welcome, we're Williamson's Tax & Financial Services, a Tax, Business & Financial advisory company supporting Bedford NH and surrounding areas. We understand that individuals & businesses face unique challenges as they relate to their financial goals. We can help take the mystery out of preparing for today and tomorrow. Whether you need tax preparation, retirement planning or business planning, our personalized service will help you to meet your financial goals and objectives.
We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your personal and business life!
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Helpful Content
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
New Trends Redefine Travel
The latest trends in travel reflect a rich menu of exciting new possibilities.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
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Saving for College
This calculator can help you estimate how much you should be saving for college.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”