Broker Check

351 Merline Road
1st Floor
Vernon, CT 06066

William W. Wigglesworth General Tax Services

860.870.9512

 
The Long Run: Women and Retirement When Markets React No Cash, No Checks, No Problem Preparing For the Ultimate Vacation

Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

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

The Utility of Sector Investing

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

RE: Retirement

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

What is the Value of Your Business?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

 

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

View all articles arrow

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Impact of Taxes and Inflation

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

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

View all calculators arrow

Protecting Those Who Matter Most

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

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.

Principles of Preserving Wealth

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

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

View all presentations arrow

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at 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.

No Cash, No Checks, No Problem

Peer-to-peer payment apps are one of the newest ways to send money.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

View all videos arrow