Burt Williamson, MBA, CFP

Burt Williamson, MBA, CFP wrote a new post, The Retirement Tracker, on the site PlanPrep – Financial Planning The Way It Should Be in Ventura California 93001 3 months, 3 weeks ago

Would you like to know: when you can retire, how much risk you need to take with your money, how much you need to save, how much you’ll be able to spend, how long your money will last, how big your estate may […]
Burt Williamson, MBA, CFP wrote a new post, Chip Away At Your Finances, on the site PlanPrep – Financial Planning The Way It Should Be in Ventura California 93001 4 months, 2 weeks ago

Those that have a strategic plan are far more successful and efficient than those that don’t. Unfortunately, less than 40% of businesses have any kind of plan and fewer than 10% of individuals do. However, you […]
- Israel Rothman replied 5 months ago
  
  burt click your, underneath, profile, update avatar.
Burt Williamson, MBA, CFP wrote a new post, Year End Tax Planning Essentials for 2011, on the site PlanPrep – Financial Planning The Way It Should Be in Ventura California 93001 4 months, 2 weeks ago

The famous Arthur Godfrey said decades ago, “I’m proud to be paying taxes in the United States. The only thing is, I could be just as proud for half the price.”

The year before the recession started […]
Burt Williamson, MBA, CFP wrote a new post, Make 2012 Your Best Year Ever!, on the site PlanPrep – Financial Planning The Way It Should Be in Ventura California 93001 4 months, 2 weeks ago

Many people start the year off with “Okay. This year, I’m going to … lose weight, grow my business, improve my marketing, get a handle on my finances, improve my marriage, become a better person.” The list can […]
- Israel Rothman replied 4 months, 2 weeks ago
  
  Great stuff man, you are a very good blogger.
Burt Williamson, MBA, CFP and Ron Jesser are now friends 5 months ago
Burt Williamson, MBA, CFP posted an update in the group Diggers, Facebookers, Tweeters and Freinds 5 months ago

Please look at my latest blogs. I welcome your feedback on how to do this better. They are designed to empower you to make sound financial decisions. Merry Christmas!
Burt Williamson, MBA, CFP posted an update in the group Business Coaching 5 months ago

Please look at my latest blogs. They are designed to empower you to make sound financial decisions. I welcome your feedback. Merry Christmas!
Burt Williamson, MBA, CFP posted an update in the group Financial Matters 5 months ago

Are there financial concerns or issues you’ve wanted to know about? Not sure if the Google results are giving you the right answers? Post your ideas here.
Burt Williamson, MBA, CFP created the group Financial Matters 5 months ago
Burt Williamson, MBA, CFP posted a new activity comment 5 months ago

In reply to: Charlotte East posted an update I am very excited about the new classifieds opportunity with UpLog! If you want to know more about how to make $$ with this call me! 281-635-7671 View

Please tell me more about this. Thanks!
Burt Williamson, MBA, CFP changed their profile picture 5 months ago
Burt Williamson, MBA, CFP and Greg Clowminzer are now friends 5 months ago
Burt Williamson, MBA, CFP became a registered member 5 months, 1 week ago