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Williams Financial Welcomes Michelle Metcalfe as Office Manager & CSA

November 9, 2022 (Bennington, VT) – Williams Financial, LLC, is pleased to announce that Michelle Metcalfe has joined the firm as office manager and client service associate. Michelle acts as...

What Is the Difference Between Financial Independence and Retiring?

One of the most straightforward ways to take some of the uncertainty out of your future is with financial planning. If you’re like most people, your strategy will focus on...

What Is the Difference Between Risk Capacity and Risk Tolerance, and Why Should I Care?

In many ways, financial planning is about reducing or mitigating risk. As you get older, some risks diminish while others increase. A good financial planner is skilled in helping you...

James J. Williams, CFP® Joins NAPFA Northeast/Mid-Atlantic Region Board of Directors

CHICAGO, IL—The NAPFA Northeast/Mid-Atlantic (NEMA) Region Board of Directors has appointed JJ Williams as co-membership chair alongside Vid Ponnapalli. Williams is the CEO and founder of Williams Financial, LLC in...

Part-Time Retirement: Is It Right for You?

For many, retirement feels tantalizingly close. Every day, you wake up knowing that you only need to put in a few more years before you reach the joyous moment of...

How Is My Financial Advisor Paid?

Do you understand exactly how your financial advisor is paid? Knowing how your financial advisor gets compensated is an important element of the client/advisor relationship. It brings clarity and transparency...