Broker Check

351 Merline Road
1st Floor
Vernon, CT 06066

William W. Wigglesworth General Tax Services

860.870.9512

 
Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

William W. Wigglesworth General Tax Services is a comprehensive financial services firm committed to helping you pursue long-term financial success. Customized programs are designed to seek growth, and potentially conserve your wealth by delivering an unprecedented level of personalized service.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at 860.870.9512. We look forward to hearing from you.

Helpful Content

How Financial Advisors Are Compensated

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

Is a Variable Annuity Right for Me?

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

 

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

View all articles arrow

Can I Refinance My Mortgage?

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

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

View all calculators arrow

Protecting Those Who Matter Most

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

View all presentations arrow

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

View all videos arrow