You'll find loads of information in the form of newsletters, articles, calculators, videos, and research reports. Take a look around, and let others know too, if you like what you see. Lindsay came to work for William in the winter of 2019 as our Group Plan Specialist, primarily focused on employer benefits and DC Healthlink.
She has a wide and varied background, including market research/opinion polling, social. Charles K. Blizzard is a proud native of Athens, AL. As a graduate from the University of the South at Sewanee, he became an analyst for SCM Associates, Inc., a boutique investment firm in Atlanta, GA. A few years later, Charles began.
She has a wide and varied background, including market research/opinion polling, social. Charles K. Blizzard is a proud native of Athens, AL. As a graduate from the University of the South at Sewanee, he became an analyst for SCM Associates, Inc., a boutique investment firm in Atlanta, GA. A few years later, Charles began.
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Nonprofits, which may include charitable organizations, foundations, associations, religious institutions, and a variety of philanthropies, have some unique needs as well as opportunities when it comes to managing donated funds, sustaining and protecting wealth for future generations, and setting up and managing legacy tools for planned giving.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites.
Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
Our offices are conveniently located across from Eastern Market on Capitol Hill in Washington, DC, at 210 7th St SE, Suite 202, zip 20003. There is street parking throughout the neighborhood. Close in, you'll find metered spaces (I recommend the Park Mobile app if you don't already use it.) If you go a block or more in any direction you'll find free 2-hour street parking (Zone 6 stickers are exempt from the 2-hour limit).
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
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