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The WWM Blog
These past few years has been difficult for many of us, often in ways we could never have anticipated. Some of us might even feel shattered. But often, when we put ourselves back together, we’re stronger for it. Jamie has made a short video showing how you can reflect on
So far this year, I have had 149 prospective client meetings and almost no one knows what to ask. Here’s what you need to ask. Start with these four things to make sure you get the most from this conversation: First, ask how long they’ve been practicing as an advisor.
Did you sell your home for significant profit earlier this year? Or capitalize on market moves? If you cashed in on the economic boom, don’t be caught off guard with a hefty capital gains tax bill. There are ways to potentially reduce your tax bill and I’ve made a short
Markets are down, inflation is up, and the noise that is out there is sometimes unbearable. It’s easy to get down on things, but there are 3 very easy things you can do to be happier than 99% of the people around you. I made a quick video highlighting them.
Ramona, CA – September, 20 2022 – Woodson Wealth Management announced today that Drew Schlotter, CFP® has joined the firm and is leading the company’s expansion into the Southwest.
The pandemic has made it difficult for many people to manage cash flow and keep an eye on their budget. This often leads to an increase in credit usage, which can have a long-term impact on your ability to buy a home, purchase a car, and so on. Here are
Bear Market? Bull Market? Have no clue? Well, most of the talking heads and industry “experts” don’t know either. If we *are* in a Bear Market, there are things you can do to protect your #investments and your overall financial future.