Insights - Page 2 of 7 - Dominion Financial Advisors

Retirement Planning

SEP IRAs for Small Business Owners: The Simple, Flexible Option for 1099 Earners and Solo Practices

Jun 26, 2026 Paul Williams 0 Comment

A clear, practical guide to the SEP IRA for small business owners and 1099 earners. Learn how SEP IRAs work, their advantages and limitations, and when a SEP IRA is the right retirement plan for your business.

Income Taxes Retirement Planning

Traditional IRA vs Roth IRA: How to Make the Right Choice for Both Versions of You

Jun 22, 2026 Paul Williams 0 Comment

Choosing between a Traditional and Roth IRA isn’t just about tax brackets — it’s about timing. Learn how each account works, how to compare them, and how to choose the option that fits both your current and future financial self.

Investment Management

Asset Allocation vs. Asset Location: The Two Decisions That Shape Your Long‑Term Results

Jun 15, 2026 Paul Williams 0 Comment

Investment Management

Understanding Value Investing

Jun 8, 2026 Paul Williams 0 Comment

Retirement Planning

Choosing the Right Retirement Plan: Options for Business Owners and CRE Brokers

Jun 1, 2026 Paul Williams 0 Comment

SEP IRA, SIMPLE IRA, Solo 401(k), and Cash Balance Plans are key retirement plan options for business owners and CRE brokers.

Charitable Giving Estate Planning Financial Planning

How to Choose a Charity the Right Way: A Practical Guide for Thoughtful Givers

May 26, 2026 Paul Williams 0 Comment

Whether you’re making a one‑time gift in memory of a loved one or building a long‑term charitable plan through your estate, the process is the same: start with clarity, verify the organization, and match the gift to the mission.

Charitable Giving Income Taxes Retirement Planning

Qualified Charitable Distributions: A Tax‑Smart Way for You to Give in Retirement

May 19, 2026 Paul Williams 0 Comment

Qualified Charitable Distributions let you give to charity tax‑free, avoid increasing taxable income, and satisfy RMDs. Here’s how QCDs work and how they can strengthen your retirement and tax plan.

Charitable Giving Financial Planning Income Taxes

How a Donor‑Advised Fund Tax Strategy Can Supercharge Your Charitable Giving

May 7, 2026 Paul Williams 0 Comment

A donor‑advised fund tax strategy can help you time deductions, donate appreciated securities, and maximize the impact of your charitable giving.

Charitable Giving Income Taxes

Charitable Contribution Deduction Limits: Help Yourself When You Help Others

Apr 28, 2026 Paul Williams 0 Comment

Learn how charitable contribution deduction limits work in 2026, including AGI rules, public vs. private charities, and new OBBBA changes that help you support causes you care about while reducing your taxes.

Financial Planning Insurance Retirement Planning

The Job Change Financial Checklist You Can’t Afford to Skip

Apr 23, 2026 Paul Williams 0 Comment

Changing jobs comes with hidden financial risks. Download the essential job change financial checklist to avoid costly mistakes and stay in control of your money.