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Latest Articles

Retirement

  • 9 Facts About Retirement
  • Social Security: Maximizing Benefits
  • Conquering Retirement Challenges for Women
  • Women on the Rise
  • Choosing a Retirement Plan that Fits Your Business

Investment

  • The Utility of Sector Investing
  • The Anatomy of an Index
  • Alternative Investments - Going Mainstream
  • A Primer on Dividends
  • Inflation & Your Money
  • How Stocks Work

Estate

  • Problems with Probate
  • Four Steps to Valuing an Estate
  • Estate Management Checklist
  • A Brief History of Estate Taxes

Insurance

  • Making Sense Of A Home Warranty
  • The Cost of Medical Care
  • When Life Insurance Becomes Taxable
  • Understanding Extended Care
  • Assess Life Insurance Needs
  • The A, B, C, & D of Medicare
  • Medicare Advantage 101

Tax

  • How Income Taxes Work
  • How to Make the Tax Code Work for You
  • Five Most Overlooked Tax Deductions
  • Understanding Marginal Income Tax Brackets
  • What's My 2026 Tax Bracket?
  • Filing Final Tax Returns for the Deceased
  • What Do Your Taxes Pay For?
  • Do You Owe The AMT?
  • What Is a 1035 Exchange?

Money

  • The Half Million Dollar Baby
  • Buying vs. Leasing a Car
  • How Big is Money?
  • Personal Finance Calendar

Lifestyle

  • Prevent a Rift: Money Tips for Newlyweds
  • Fixed or Variable Mortgage, Which Should You Pick?
  • Mastering Mobile Lingo
  • Money Draining Food Myths
  • Changing Unhealthy Behaviors
  • The Financial Literacy Crisis
  • Putting a Price Tag On Your Health
  • How Boomers and Millennials Differ
  • Do Your Kids Know The Value of a Silver Spoon?
 

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Office: 785-230-4422

Mobile: 785-890-4422

Fax: 785-350-2505

5942 SW 25th Street

Topeka, KS 66614

Life Insurance, Fixed & Variable Annuities, Stocks & Mutual Funds

max@maxowilliams.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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MAX O WILLIAMS


Max O Williams is an agent appointed with
the insurance companies of OneAmerica Financial®.

OneAmerica Financial® is the marketing name for the companies of OneAmerica Financial.

 

*Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC.

 

Max O Williams may conduct life insurance and securities business in Kansas and may be licensed in other states. Financial professionals cannot conduct life insurance or securities business in states in which they are not licensed. This content should not be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.

 

Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. Neither OneAmerica Securities, the companies of OneAmerica Financial, nor their representatives provide tax or legal advice. For answers to specific questions and before making any decisions, please consult a qualified attorney or tax advisor.

 

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