Personal Budgeting: Creative Ways to Pay for the Holidays Without Going Into Debt

Hey there, friends! The holiday season is upon us, and it’s that time of the year when our wallets feel a little lighter. The good news? You don’t have to wake up in January to a mountain of debt. Let’s talk about some creative and practical ways to enjoy the holidays without throwing your budget… Continue reading Personal Budgeting: Creative Ways to Pay for the Holidays Without Going Into Debt

Today’s Housing Market: Options For Buying A Home At An Affordable Price

Hey friends, Navigating through the local housing market can feel like a daunting journey, can’t it? With prices seemingly always on the rise and options sometimes feeling scarce, it’s easy to feel overwhelmed. But fear not! Today, we’re diving deep into the current market to uncover some practical ways to find a home that won’t… Continue reading Today’s Housing Market: Options For Buying A Home At An Affordable Price

Changes For 2022 Taxes, Business & Personal

Happy Tax Season! If you’re preparing to file your taxes for 2022, you’ve come to the right place. Tax Season is in full swing here at the William Rogers Company. We love helping businesses and individuals understand exactly how they can minimize their taxes and maximize their returns. In 2022, several significant changes to tax… Continue reading Changes For 2022 Taxes, Business & Personal

Preparing Your Personal And Business Taxes for 2022 Filings

It’s our favorite time of the year here at the William Rogers Company – tax season! While most people dread doing their taxes, we consider it an excellent opportunity to understand your personal and business finances. It’s also a chance to minimize your tax burden and maximize your return. 2022 Federal Tax Return Deadline is… Continue reading Preparing Your Personal And Business Taxes for 2022 Filings

Financial Planning: Getting Ready for 2023

As you wrap up 2022 — including your financial review — you’ll want to start your personal financial planning for 2023. How have your objectives changed? Did life throw you some financial curveballs? Here are our recommendations to help get ready for 2023 and take another year towards achieving your financial goals. How To Prepare… Continue reading Financial Planning: Getting Ready for 2023

How To Prepare Your 2022 Financial Review

We’re coming to the end of 2022, and it’s a time of reflection for many. If you’ve accumulated some wealth throughout the year and want to manage it to the best of its potential, a year-end financial review can help you meet your goals. Keep reading to learn how to do your 2022 financial planning… Continue reading How To Prepare Your 2022 Financial Review

The Benefits Of Recession To Personal Wealth

The recession appears to be here already. With historically high inflation, labor shortages, and wage stagnation, it certainly feels like we’re entering a recession. But it’s not all bad news. You can learn how to navigate your wealth through this challenging economic time and retake control of your financial future.  Are We Already in a… Continue reading The Benefits Of Recession To Personal Wealth

How to Adjust Wealth During Soaring Inflation?

Rising prices for groceries, gas, cars, homes, and everything else have put many American households in difficult financial situations. Inflation hit an all-time high in 2022, and while it’s slowed down in recent months, prices are still higher than they were. For many, rising inflation can feel like a pay cut. Knowing how to adjust… Continue reading How to Adjust Wealth During Soaring Inflation?

Beneficiary Designations Mistakes To Avoid

One of the most basic functions of estate planning is naming beneficiaries. Surprisingly, this can be more complex and require more ongoing maintenance/review than you might think. There are common beneficiary designation mistakes you will want to avoid. So, while it is easy to initially tell your advisor who you want the estate to pass… Continue reading Beneficiary Designations Mistakes To Avoid

Preparing For The Great Wealth Transfer

Over the next decade or so, Baby Boomers will be passing on an estimated $30 trillion to $68 trillion in wealth to their Millennial adult children. This will be the most significant transfer of wealth in American history, and some believe it will create an Alpha class of big spenders. It is anticipated that the… Continue reading Preparing For The Great Wealth Transfer