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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? Interest Rates: How Low Can They Go?

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

“Dirty Dozen” Tax Scams to Watch For

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

Succeeding at Business Succession

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

 

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

The Big Picture–Table 10 is a Hot Spot

What’s the hottest table in economy town? Need a hint? Check the Personal Income and Spending Report

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Debt Stress

There’s a link between debt and stress.

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Should I Buy or Lease an Auto?

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

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

A Look at Systematic Withdrawals

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

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Principles of Preserving Wealth

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

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

Retirement Plan Distributions

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

5 Smart Investing Strategies

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

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Emerging Market Opportunities

What are your options for investing in emerging markets?

The Business Cycle

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

Inflation and Your Portfolio

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

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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