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Matt Williams
Nov 18, 20243 min read
'Super Catch-Up' Contributions for 401k Available In 2025
A break down of the new "Super Catch-Up" contributions and how you can make the most of this opportunity in 2025 and beyond.
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Matt Williams
Nov 12, 20243 min read
Financially Smart Gift Giving: Thoughtful Gifts That Grow in Value Over Time
In this blog, JTM will introduce some of the most thoughtful financial gifts to give, ones that truly keep on giving.
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Matt Williams
Oct 29, 20243 min read
How to Approach Family Financial Planning: From College Funds to Inheritances
JTM will explore how to create a robust family financial plan that not only meets today's needs but also safeguards tomorrow's aspirations.
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Matt Williams
Oct 23, 20243 min read
10 Often Ignored Tax Deductions and Credits You Might Be Missing
In this blog, we are exploring ten often ignored tax deductions and credits that might apply to you.
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Matt Williams
Oct 14, 20243 min read
Building a Legacy: Preparing the Next Generation for Wealth Transfer
JTM will offer a few ways to prepare your next generation for wealth transfer as well as the role a financial advisor plays in the process.
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Matt Williams
Oct 10, 20243 min read
The Benefits of Hiring an Independent Financial Advisor.
When it comes to managing your financial future, partnering with JTM Williams as your independent financial advisor can be one of the...
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