Contact Us

Hello and welcome to my free financial educational blog site Smart Financial Future.

Contact Us

Retirement Account Withdrawals – Making the 4% Rule Work

March 11th, 2015|Comments Off

Here’s a common question I hear a lot: How much can I safely withdrawal from my retirement savings after I retire. Obviously, the answer depends [...]

Annual Gifting and Estate Planning

November 17th, 2014|Comments Off

I’m quite often am asked how much can I gift to a loved one.  Well the simple answer is “Whatever you want”, but there could [...]

Probate vs Non Probate – How Assets Transfer at Death

October 10th, 2014|Comments Off

Hello and welcome back to Smart Financial Future.  I’m John Williams, Certified Financial Planner and Senior Advisor at Ironwood Wealth Management and today I want [...]

Estate Planning Document Basics

September 5th, 2014|Comments Off

Hello and welcome back to Smart Financial Future.  I’m John Williams, Certified Financial Planner and Senior Advisor at Ironwood Wealth Management and today I want [...]