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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
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Debt Stress
There’s a link between debt and stress.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
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Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
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18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?