Our Useful Guides
Start Reading Instantly
Our Useful Guides
Start Reading Instantly
Learn More About Your Financial Journey
Browse & Download Instantly
At Fitzwilliams Financial we create a customized plan based on your own values and beliefs about money and reflect your own unique goals and priorities.
Below, we are offering complimentary downloads of some of our top financial insights to help you assess your current investment and retirement strategies. We hope you find these retirement and financial insight white papers helpful.
The SECURE Act 2.0
Understanding The Basics
Congress passed the second installment of the SECURE Act under the Omnibus Spending bill of 2023, containing major changes to the retirement planning landscape.In the past, retirees could typically rely on a pension and Social Security benefits and pensions for the rest of their lives. But today’s retirees are part of the first generation that often must fund their own retirement. Even for those who have saved diligently over many years, the threat of outliving one’s money is legitimate. Lawmakers recognized the changing needs of today’s retirees, and passed the SECURE ACT in 2019, and now the SECURE Act 2.0 in the final days of 2022.
2023 Tax Planning Guide
Your Roadmap To Reduced Taxes
We believe it’s important that you look to employ tax diversity in your retirement plan. Different types of investments can impact your taxes differently. Having accounts that receive varying tax treatments is a key strategy. You should work with a qualified professional to help determine exactly how much you should have in each tax “bucket” to help minimize your overall tax burden in retirement. While the tax code can be incredibly complex, you still need to stick to the basics when it comes to filing and preparing your tax returns. So, here are our 5 tips to help you better prepare for tax filing this year.
Legacy & Estate Planning
Understanding The Basic
Estate planning is a function of preparing for the inevitabilities of life. People get sick or hurt and you need a plan in place to determine what kind of medical care you’ll receive if this happens to you. People become incapacitated, unable to make important decisions on their own, or unable to live independently. And of course, people die. Estate planning helps to protect your family and your assets in any of these unfortunate situations.
The Millionaire next Door
What You Need To Know
You may not think of your family as incredibly wealthy, but America is full of ‘millionaires next door.’ Financial Advisors are not just for movie stars and CEOs. They work with countless ‘millionaires next door’ each year. You’ve worked hard and saved for retirement, and now the question is how you’ll make it last for the rest of your life while maintaining the lifestyle you want.Meet With An Advisor To Get Started
Build a Financial Picture That Fits Your Goals
Sign Up Today To
Receive Our eNewsletter
© 2023 Fitzwilliams Financial
Powered by: Lone Beacon
Fitzwilliams Financial
Our Locations
Corporate Headquarters
860 Greenbrier Circle,
Suite 101
Chesapeake, VA 23320
Phone: (757) 961-0700
Newport News
11721 Jefferson Ave,
Suite 102
Newport News, VA 23606
Phone: (757) 961-0700
Insurance and annuity products offered through Fitzwilliams Financial Inc., VA Insurance License #127870. Investment advisory services offered through Fitzwilliams Wealth Management (FWM). FWM and Fitzwilliams Financial are affiliated companies.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.