William W. Gammon

04/01/2020

You can start collecting Social Security benefits at age 62 but the longer you wait — up to age 70 — the more your benefit amount will increase. If you're thinking about retiring soon, let's meet and discuss the timing.

03/19/2020

Before you retire, consider health insurance for the types of care that Medicare doesn’t cover. Let’s connect to talk about how you can make the most of your benefits.

03/12/2020

The free time retirement provides can lead to overspending. Retirement can last 20 years or more, so let’s plan now for the retirement lifestyle you’d like to live.

02/11/2020

Smart tax strategies can help you keep more of your money to put toward what matters most to you. Let’s collaborate with your tax professional to see what options are available to you.

02/07/2020

“Service is modeled not taught.” – Rick Warren, Author of A Purpose Driven Life. How are you leading by example?

02/05/2020

Health savings accounts come with various tax benefits. Let’s talk to your tax professional about whether investing tax-free toward your medical expenses makes sense for you.

If you have a high-deductible health plan at work, you probably have a health savings account along with it, too. Though so-called HSAs bring a bevy of tax advantages, many investors aren't using them to their full potential.

02/03/2020

New provisions from the Tax Cuts and Jobs Act could impact your 2019 taxes – here are four things you should know. I can work with your tax professional to help ensure you’re ready when it’s time to file.

Explore key facts you should know before you file your 2019 taxes.

01/31/2020

Is your once empty nest no longer so empty? Boomerang kids may be able to help – not hurt – your retirement timeline.

You and your kids are a lifetime partnership. Spending quality time together as they are just starting their careers will pay dividends to the both of you in the future.

01/27/2020

Dreaming of warmer weather? Consider these five factors before investing in a snowbird lifestyle.

You want to retain a home up North but want to winter down South. Is being a snowbird in your future?

01/24/2020

It pays to start saving for retirement as soon as possible. Over time, even small contributions can grow a substantial amount. Let’s talk about what you can do now to reach your goals.

Saving now can help your money grow significantly over time.

01/22/2020

If you collect Social Security benefits, you may notice a 1.6% increase in your checks this year. What will 2021 bring?

Retirees living on fixed budgets count on one change every year: Social Security's annual cost-of-living adjustment. In 2020, beneficiaries got a 1.6% increase to their checks. New estimates point to how much next year's boost may be based on current data.