LPL Financial Advisor: Erin Williams, CPA

LPL Financial Advisor: Erin Williams, CPA Financial Advisor that assist in helping individuals and business owners with understanding investing and achieving their financial goals.

06/08/2026

When is it worth opening a Roth IRA or converting a traditional IRA into one?

06/05/2026

Retire at 39 with $1 million, and your money could last decades—or run out before you hit 50.

06/03/2026

Taxable distributions you receive from your IRA or retirement plan before you reach the age of 59½ are generally considered by the IRS as premature distributions (or early withdrawals). To discourage these premature distributions, they are not only subject to the usual federal and state income taxe...

06/01/2026

A Section 457(b) plan is a type of nonqualified deferred compensation plan that certain governmental and tax-exempt organizations can establish for their employees. Like other deferred compensation plans, the purpose of a Section 457(b) plan is to encourage employees to set aside funds for their ret...

05/29/2026

Community property laws establish a set pattern of property ownership for married couples. To date, community property laws are effective in 10 states: Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington, and Wisconsin have mandatory systems while Alaska has an optional syst...

05/27/2026

Consider opening a family office only if you’re ready to be a builder of teams, systems, tax strategy, estate architecture, and culture. Here's more from the founder of Tiger 21, the peer network where some of the world’s most accomplished wealth creators rigorously stress‑test each other’s ...

05/25/2026

Among the other travel predictions for the future: AI agents managing trips and ‘distributed airports’

05/22/2026

A majority of Americans say they're against the local construction of data centers to power artificial intelligence.

05/20/2026

Most people spend decades planning for the financial risks of retirement. Almost no one plans for the social ones.

05/18/2026

In an age of hustle culture and hyperoptimization, parenting has become a source of pressure. Author of “Overinvested: The Emotional Economy of Modern Parenting” Nina Bandelj joined David Gura and Christina Ruffini on Bloomberg to discuss the shift in modern-day parenting practices.

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Wylie, TX
75098

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Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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