William Thatcher
As founder and president of Michigan-based Thatcher Wealth Management, William Thatcher helps his clients create successful retirement plans tailored to their specific needs. He passed the Series 65 securities exam and is a Registered Investment Adviser Representative (RIAR).
He is licensed in life and health insurance and has earned the National Social Security Association's National Social Security Adviser designation.
William is a graduate of Calvin University and started his career as an entrepreneur, co-founding the award-winning financial software company Anvil.
When William isn't in the office or teaching retirement classes, he enjoys spending time with his wife and their two pets.
Thatcher Wealth Management, LLC is registered as an investment adviser and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. The information presented here is for educational purposes and should not be construed as an investment recommendation. Past performance is no guarantee of future performance. Information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. Insurance products recommended by Thatcher Wealth Management’s supervised persons may also be available from other providers on more favorable terms, and clients can purchase insurance products recommended through other unaffiliated insurance agencies.
Phone: 616.287.2343 | Email: admin@thatcherwm.com | Website: www.thatcherwm.com
Latest articles by William Thatcher
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Retirees: Put Charitable Gifts in a DAF (and Get a Tax Break)A donor-advised fund is a simple (really!), tax-smart strategy that lets you contribute a large, tax-deductible gift now and then distribute grants over time.
By William Thatcher
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Seven Hidden Downsides of Dividend Investing, From a Financial AdviserDividend investing could be draining your wealth with unexpected costs and limited growth potential. Here are some downsides, along with smarter strategies to take control of your retirement income.
By William Thatcher
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Running Out of Money in Retirement: Nine Steps to Help Reduce the RiskQuit worrying about money and enjoy a carefree retirement. Sounds good, right? Well, if you follow these nine steps from a financial adviser, you could be on your way to that goal.
By William Thatcher
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Plan Now, Save on Taxes Later: Tax Law Reset Is ComingDon’t let the sunsetting of provisions in the Tax Cuts and Jobs Act catch you off guard. Here are some ways to take advantage of lower tax rates now.
By William Thatcher
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Retirement Is a Journey: Do You Have the Map?You most likely wouldn’t hit the road for vacation without having a plan, and retirement is a lot like vacation, so … here’s where to start.
By William Thatcher
