Browsing blog archives:
Not everything goes according to plan. Take a listen as I share how I overcame a pretty awful situation, and turned it into something I can be proud of. #youcantoo #podcast #goals #overcomingchallenges
2021 is a great year to consider Roth conversions and other strategic moves from a tax planning perspective. Here are my thoughts as quoted in the Wall Street Journal (April 30, 2021): Biden Tax Plans Potential Impact on Your IRA – WSJ
Woodson Wealth Management to provide ongoing seminars and webinars to promote comprehensive and widespread financial literacy. FOR IMMEDIATE RELEASE Ramona, CA – March 20, 2021 – Jamie Lima is proud to announce a new partnership with the Association of Financial Educators (AFE). Established in 2008 with the mission of promoting
Jamie Lima partners with the Association of Financial Educators Woodson Wealth Management to provide ongoing seminars and webinars to promote comprehensive and widespread financial literacy. FOR IMMEDIATE RELEASE Ramona, CA – February 16, 2021 – Jamie Lima is proud to announce a new partnership with the Association of Financial Educators
Woodson Wealth Management to offer subscription-based financial planning to ensure everyone has access to cost-effective financial advice. FOR IMMEDIATE RELEASE Ramona, CA – January 20, 2021 – Woodson Wealth Management, a fee-only financial planning firm founded by Jamie Lima, which opened last year, is excited to announce the introduction of
Some people see the term “Wealth Manager” or #wealthmanagement and it makes them feel unqualified to work with me/us. Nothing could be further from the truth. The old way of conducting business–sitting behind a mahogany-desk, and banging out calls to get people to buy the next hot IPO or telling
You may think that most financial planners will have studied finance at College. As I explained to Ginger Szala from Think Advisor I always had a passion for finance and thought getting a degree in it would be helpful and, it was, to some extent. The reality is, the curriculum
