William W. Stubbs III, PC

William W. Stubbs III, PC Dedicated to providing timely and innovative accounting services of exceptional value and superior quality.

You may have heard of risk tolerance before, but do you know what your financial strategy's risk capacity is? This artic...
10/03/2024

You may have heard of risk tolerance before, but do you know what your financial strategy's risk capacity is? This article helps explain the difference and why it matters.

Aligning these concepts can help you make better portfolio decisions.

What do some of the most successful innovators have in common? These five habits could be the key to creativity and prod...
09/30/2024

What do some of the most successful innovators have in common? These five habits could be the key to creativity and productivity.

Transcending industry, geography and upbringing, here are the five core beliefs shared by hundreds of the world’s most successful innovators.

Wondering what happens to your assets during probate? Learn what to expect with or without a will and how proper estate ...
09/27/2024

Wondering what happens to your assets during probate? Learn what to expect with or without a will and how proper estate planning can simplify the process.

Do you know how probate works?

Certain market indicators may be pointing to a struggling consumer. Could future Fed rate cuts help ease the strain?
09/24/2024

Certain market indicators may be pointing to a struggling consumer. Could future Fed rate cuts help ease the strain?

A tighter labor market, higher prices, lower spending: the US consumer is struggling.

Retirement isn't just about finances; it's also a major lifestyle change. How will retirement impact your relationships,...
09/22/2024

Retirement isn't just about finances; it's also a major lifestyle change. How will retirement impact your relationships, passions and priorities?

Discover how to navigate retirement transitions and maximize personal fulfillment and financial security. Learn to adapt and thrive in your new freedom.

CEOs and other business leaders are facing similar challenges in the current job market and economy. Here are the top fi...
09/19/2024

CEOs and other business leaders are facing similar challenges in the current job market and economy. Here are the top five things that leaders are thinking about the most.

The biggest challenges business leaders are facing right now.

Here's a look at the withdrawal requirements for inherited IRAs that were recently finalized by the IRS, as well as some...
09/16/2024

Here's a look at the withdrawal requirements for inherited IRAs that were recently finalized by the IRS, as well as some money-saving tax tips on withdrawals.

The IRS has finalized rules on required withdrawals for certain inherited individual retirement accounts and other plans. Here's how it could affect your taxes.

A health savings account (HSA) can be a smart way to prioritize your wellbeing in a financially savvy way. This week's n...
09/13/2024

A health savings account (HSA) can be a smart way to prioritize your wellbeing in a financially savvy way. This week's newsletter provides a few helpful tips to use your HSA optimally.

An HSA can be a useful part of your wealth-building strategy.

The twice-monthly newsletter can help keep you up to date with financial tips to help grow and protect your wealth.
09/10/2024

The twice-monthly newsletter can help keep you up to date with financial tips to help grow and protect your wealth.

Sign up and stay tuned for this week's posts.

Would you prefer if your 401(k) functioned more like a pension plan? Learn a few more ways experts think our retirement ...
09/08/2024

Would you prefer if your 401(k) functioned more like a pension plan? Learn a few more ways experts think our retirement savings systems can be improved.

As a landmark law turns 50, here are five ways to improve retirement security Jul 15, 2024 The programs that Americans rely on for security in retirement today rest on just a few major legislative acts. The two most important are the laws that created Social Security, Medicare and Medicaid – enact...

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500 N. Shoreline, Ste. 904
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78401

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