Williamson Wealth Group, Inc.

07/02/2025

At Williamson Wealth Group, we believe your financial strategy should be as unique as your life story. Whether you're building your legacy, planning for retirement, or managing your business, we're here to help you take the next step with confidence.

📍 Located in Lake Norman | Backed by Raymond James

🔗 Learn more: https://www.raymondjames.com/williamsonwealthgroup

06/30/2025

Retirement isn't just an age — it's a lifestyle.
Our goal? Helping you retire on your terms with a strategy that evolves as life does.
Let's talk about the life you envision after work.

📞 Give us a call today and let's build a retirement plan that works for you.

06/27/2025

Understanding Social Security Survivor Benefits can make a big difference for your family's future. 🧾 Whether you're planning ahead or supporting a loved one, knowing your options matters.

Read the 6 key things to remember in our latest article: https://www.raymondjames.com/williamsonwealthgroup/resources/2025/04/30/social-security-survivor-benefits-6-things-to-remember

📞 Have questions? Call us today — we're here to help you navigate with clarity and confidence.

06/26/2025

Your legacy is more than your wealth — it's your values, your vision, your family.
We help ensure your wealth transfer is intentional, efficient, and aligned with your wishes.
💡 Start planning today for a stronger tomorrow.

📞 Give us a call today and let's build a financial plan that works for you.

06/24/2025

Named one of Forbes' Best-In-State Wealth Advisors — Dean Williamson delivers trusted financial guidance with proven results. A true testament to his dedication, expertise, and commitment to putting clients first.



2025 Forbes Best-in-State Wealth Advisors, developed by Shook Research, is based on the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. 48,944 nominations were received and 9,722 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/3E2gIf4. Please see https://www.forbes.com/best-in-state-wealth-advisors for more info.

08/01/2024

🔍 Understanding Health Care Costs in Retirement: A Crucial Planning Step

As we approach 2024, it's vital for retirees and soon-to-be retirees to comprehend the significant health care expenses that lie ahead. According to the 2024 Milliman Retiree Health Cost Index, the average healthy 65-year-old retiring this year will face substantial health care costs throughout their remaining lifetime.

For those eligible for Medicare, the two most common coverage options are Medicare Advantage Part D (MAPD) and Original Medicare with Medigap plus Part D. A healthy 65-year-old man with an MAPD plan is projected to spend $128,000 on health care over his remaining years, while a woman with the same plan is expected to spend $147,000.

These figures underline the importance of having adequate savings to cover these costs. Milliman estimates that a man with an MAPD plan needs at least $86,000 in savings, and a woman requires at least $96,000.

Planning for these expenses is crucial to ensure financial stability in retirement. How are you preparing for your health care costs in retirement? Let's discuss strategies and insights to safeguard your financial future. 💡💬

Remy Samuels in her article for Planadviser provides additional insights here:

planadviser.com

08/01/2024

Small-cap stocks are having a moment – on track for their best monthly performance relative to the S&P 500 since 2000. CIO Larry Adam outlines why his team remains constructive on small-cap equities moving forward in Up & Adam.

amazonaws.com

07/24/2024

A robust retirement plan is key to employee retention. Surveys show that nearly 90% of employees consider benefits when job hunting, and 85% view retirement benefits as crucial to job stability. Employers offering diverse benefits like health, life, and disability insurance, along with retirement plans, can attract and retain top talent. Employees prefer guidance on retirement savings, with many valuing mental health and financial wellness programs. Enhancing retirement offerings, including post-retirement options, can further bolster retention.

chase.com

07/22/2024

Planning for the future? A Trusteed IRA can be a game-changer, merging retirement savings with estate planning. Learn how this powerful tool can provide peace of mind and financial security for you and your loved ones.

raymondjames.com

07/19/2024

Looking for a way to support your favorite charities while securing a steady income in retirement? Charitable gift annuities could be the perfect solution. Bankrate explains how these financial instruments allow you to make a charitable donation while receiving fixed payments for life. This strategy not only supports the causes you care about but also provides you with tax advantages and a reliable income stream.

Ready to explore how charitable gift annuities can fit into your retirement plan? Let's discuss how we can create a strategy tailored to your financial goals and philanthropic interests.

bankrate.com

07/17/2024

Retirement planning isn't just about saving money; it's about understanding how long you'll need those savings to last. Terry Savage dives into the critical importance of longevity in retirement planning. She emphasizes the importance of considering healthcare costs, inflation, and potential long-term care needs.

chicagotribune.com

07/15/2024

The largest wealth transfer in history is unfolding, and Generation X is set to receive the biggest windfalls in the near term. Over the next 25 years, an estimated $68 trillion is expected to be passed down from baby boomers. With Gen X poised to inherit a significant portion of this wealth, the financial landscape is rapidly evolving.

What does this mean for Gen X? This generation faces unique opportunities and challenges in managing their newfound wealth. Understanding these dynamics is crucial for effective financial planning and wealth management.

I'm here to help answer your questions regarding these challenges and opportunities.

cnbc.com