Roger R Williams, CFP, Financial Advisor

11/27/2025

Happy Thanksgiving! What are you thankful for this year?

11/11/2025

Today, we honor all those who have served our country. We thank you for your service and sacrifice.

09/01/2025

Wishing you a safe, fun and relaxing Labor Day.

07/04/2025

Happy Independence Day! How do you plan to celebrate this Fourth of July?

06/30/2025

If paying for education – yours, a child’s or a loved one’s – is one of your financial goals, let’s review the strategies available to you.

06/27/2025

“There isn’t a loan for retirement, and so this is in the category of put your own oxygen masks on first.” Ameriprise Financial Vice President of Financial Planning and Advice Deana Healy shares tips to help parents balance their financial goals in this interview with Fortune.

72% of parents report experiencing guilt while 35% put pressure on themselves to be the 'perfect' parent.

06/26/2025

Creating your legacy isn't only about passing on an estate. It's about sharing what matters most to you with your loved ones.

06/25/2025

Your hard-earned wealth should benefit the people and causes most important to you and reflect your values and priorities. Let’s explore ways to make that happen with confidence.

06/24/2025

Protecting your loved ones and your assets are important aspects of financial security and stability. You can do both, and you can do it tax efficiently. Let’s see if it makes sense for you.

06/23/2025

Do you want to reduce the risk-level of your investments? We can help you implement an effective strategy to reduce volatility and help you stay on track to reach your financial goals.

06/20/2025

Markets have been on a rollercoaster this year. What might be next? Ameriprise Chief Market Strategist Anthony Saglimbene provides perspective on investing during volatility.

06/19/2025

Juneteenth is a time to celebrate the resilience, solidarity and progress of the Black community. Happy Juneteenth.