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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

Retirement Traps to Avoid

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Investment Challenges of the Affluent Investor

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

The Business Cycle

The Business Cycle

How will you weather the ups and downs of the business cycle?

 

Building Your Legacy

A four-step framework for building a personal legacy.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

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What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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Retirement Redefined

Around the country, attitudes about retirement are shifting.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

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