• 2997 Shelburne Road
  • Shelburne, VT 05482
  • Office: 802.985.8808
  • Fax: 802.985.8850
Interest Rates: How Low Can They Go? When Do You Need a Will? Ready for Retirement? Charitable Giving: Smart from the Heart

Welcome to Antoine Williams
& Associates Financial Services

We help a select group of individuals going through transitions, due to death, divorce, inheritance and retirement, make smart decisions with their money that are aligned with their values and goals. We do this by using a consultative process to identify where they are now, where they want to go, and any gaps for getting there. We then work with a network of professional advisors, such as accountants and attorneys, to help our clients make informed decisions to increase the probability of them achieving their goals.

 

Helpful Content

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Healthy Body, Healthy Pocketbook

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

The Business Cycle

The Business Cycle

How will you weather the ups and downs of the business cycle?

 

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Saving on Fitness Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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The Junk Drawer Approach to Investing

It's easy to let investments accumulate like the junk in a junk drawer.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

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