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The Power of Tax-Deferred Growth Rightsizing for Retirement

Understanding Today's Financial Environment

Welcome, I’m William Connington III, a Financial Wealth Advisor in Paramus, NJ. I understand that individuals face unique challenges as they prepare for retirement.I can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, my personalized service focuses on your needs, wants, and financial goals and objectives. 

I have over 20+ years of experience as a Wealth Advisor in the area of financial services. I can help you address your needs of today and for many years to come. I look forward to working with you through all stages of your life.


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Putting Clients First

A belief in the inherent responsibility of putting clients first is at the heart of how I do business. I am dedicated to preserving and enhancing your wealth while adhering to your financial goals, your comfort level with investment risk and your time frame.

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Client Value Proposition

I help clients manage and generate wealth, worry less about money, live their lives to its fullest and plan for life transitions, all while maintaining their risk and return needs. To better allow my clients to enjoy life without financial worries.

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Investment Services

Because with proper planning, financial security is a dream that can come true.

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The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Why Regular Rebalancing Makes Sense

Without your knowing, your investment portfolio could be off-kilter.

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Qualifying For Medicare Under Age 65

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When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

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Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

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The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

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Here are five facts about Social Security that might surprise you.

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