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Learning Center/Financial Living Blog/Bill Hickerson, CFP®

Bill Hickerson, CFP®

Bill works closely with people to help them achieve their financial goals. As a financial adviser, he guides clients toward making proper decisions during all stages of their financial lives. He provides comprehensive wealth management services such as retirement planning, tax planning, investment portfolio strategies and 401(k) advice. He is a CERTIFIED FINANCIAL PLANNER™ professional and co-host of the finance YouTube channel, Under the Buttonwood Tree.

Investing

Is the 60/40 Portfolio Dead? Not So Fast.

November 22nd, 2023|3 min read

Is a Pension Lump Sum or Annuity Better?

July 27th, 2023|4 min read

Investing / Retirement

Securing Your Golden Years: Roth Conversions and Backdoor Roths

May 24th, 2023|4 min read