Josh Williams, Licensed Agent with New York Life

04/27/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

04/20/2026

Easter is a time for celebration, family, and fun! From my family to yours, happy Easter!

04/13/2026

The best time is now! Your future self will thank you for the steps you take today. Retirement isn’t just about stopping work—it’s about securing the lifestyle you want and deserve. During let’s start building a strategy that helps you retire with confidence.

04/09/2026

Tax season can feel overwhelming, but a few simple organizational strategies can go a long way. This article from the Associated Press covers the key steps to take before you finish filing:

https://bit.ly/3Qu5ea3

And if tax season has you thinking about your broader financial picture, feel free to reach out. I’m here.

I do not provide tax advice. Please consult with your own tax advisor for tax advice.

04/02/2026

If your estate includes significant illiquid assets, it’s time to consider whether your planning strategies offer the liquidity your heirs will need. Watch this video to see how proper planning with life insurance can address estate liquidity challenges, and let’s connect to explore how life insurance funding can help preserve your estate’s value and protect your legacy.

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04/01/2026

Taxes are due April 15th, —but don’t just file and forget. It’s time to plan ahead. A smart tax strategy can help you reduce your burden and build a stronger financial future. Need guidance? Let’s talk about how to make your money work for you year-round.

03/31/2026

In today’s job market, finding great people is hard—but keeping them can be even harder. Robert Keebler’s guide for business owners explores how thoughtful retention strategies—from flexible work options and recognition programs to long-term incentives like profit-sharing and deferred compensation—can dramatically improve employee satisfaction and retention. Once you’ve read the article, let’s talk about how you can reward loyalty and strengthen your company’s future. https://bit.ly/3PGl558