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758 E. High Street
Pottstown, PA 19464

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Matthew Williams

(610) 970-8555

 
Rightsizing for Retirement Raise Your Retirement Income Ready for Retirement?

Welcome, I’m Matt Williams, a financial specialist with Lifepoint Financial, an office of Independence Planning Group. Perhaps someone you know is worried about their financial future. They may be concerned about running out of money in retirement, unsure if they'll have the funds to send their kids to college, or are questioning if their investments, cash flows and insurances are as optimal as they could be.

While some of these issues may not affect you, millions of Americans are feeling financially disorganized and are frustrated with the fragmented advice and scattered financial life they have been living.

Since 2003, Lifepoint Financial has helped people and small business cut through the clutter of their financial world and see what they are financially capable of when taking a complete approach to financial management.

Our site is filled with educational videos, articles and presentations designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular concept or idea. We’ll get back to you quickly with a thoughtful answer.

Helpful Content

Insuring Your Business Against Cyber Liability

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

Social Media: #Newest Business Liability Risk

Social Media: #Newest Business Liability Risk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

The ABCs of Zero Coupon Bonds

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

 

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Protect Your Retirement Income

Gain the confidence and ability to enjoy retirement the way it should be enjoyed.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Social Media: #Newest Business Liability Risk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Inflation and Your Portfolio

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

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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