Get Started
Certified Financial Planner in Ramona and San Diego | Fiduciary Advice | Retirement Planning and Investment Management
  • Home
  • Services
  • Why Us
  • Media
    • Blog
    • Press
    • eBooks
  • Contact Us
  • Get Started
  • Client Portal
  • Menu

WWM In the News: Advisors Face Retirement Income Literacy Gaps Among Clients [WealthManagement.com]

September 24, 2020/in Financial Planning, Healthcare Costs, Media Coverage, Press, Retirement Planning /by admin

Copyright Ralph Orlowski, Getty Images

 

Advisors often face gaps in financial literacy among clients, but the when it comes to retirement income, the blank stares can be particularly worrisome. Advisors say clients still too often don’t know what a sustainable monthly withdrawal rate is, and sometimes don’t know to think about the possibility of long-term care—putting the job of educating clients on retirement issues, as well as planning for them, on the advisors’ shoulders.

Read more

https://woodsonwm.com/wp-content/uploads/2020/07/logow.png 0 0 admin https://woodsonwm.com/wp-content/uploads/2020/07/logow.png admin2020-09-24 20:36:522020-10-20 22:18:41WWM In the News: Advisors Face Retirement Income Literacy Gaps Among Clients [WealthManagement.com]

Recession Perspective: How to take action when you don’t know what happens next

September 22, 2020/in Economy, Financial Planning, Recession, Retirement Planning /by admin
Read more
https://woodsonwm.com/wp-content/uploads/2020/07/logow.png 0 0 admin https://woodsonwm.com/wp-content/uploads/2020/07/logow.png admin2020-09-22 00:40:332020-09-21 21:49:53Recession Perspective: How to take action when you don't know what happens next

How to use a Roth IRA to turn retirement assets into future tax-free income!

September 21, 2020/0 Comments/in Income, IRA, Retirement Planning, ROTH, Tax Management /by admin
https://woodsonwm.com/wp-content/uploads/2020/07/logow.png 0 0 admin https://woodsonwm.com/wp-content/uploads/2020/07/logow.png admin2020-09-21 17:32:052020-09-21 17:32:05How to use a Roth IRA to turn retirement assets into future tax-free income!

WWM in the News: Advisors’ Advice: What Was Your College Major? — Part 1 [Think Advisor]

August 22, 2020/in Media Coverage, Press /by admin

Check out one of our recent articles in Think Advisor!

https://woodsonwm.com/wp-content/uploads/2020/07/logow.png 0 0 admin https://woodsonwm.com/wp-content/uploads/2020/07/logow.png admin2020-08-22 21:54:312020-09-23 20:30:58WWM in the News: Advisors' Advice: What Was Your College Major? — Part 1 [Think Advisor]
Page 5 of 512345

Recent Posts

  • With Tax Law Changes Coming, A Mega “Backdoor” Roth IRA Contribution Could Come in Handy. Here’s How it Works.
  • [PRESS RELEASE] Jamie Lima partners with the Association of Financial Educators
  • Before Completing Your 2020 Tax Return, Keep These 5 Filing Tips in Mind
  • Filing Soon? COVID-19 Will Likely Impact Your 2020 Tax Return. Here’s How
  • What’s My 2021 Tax Bracket?

Categories

Archives

  • February 2021
  • January 2021
  • December 2020
  • November 2020
  • October 2020
  • September 2020
  • August 2020

Follow us on Facebook

Woodson Wealth Management is a fee-only, financial advisory firm dedicated to helping you continue to do what you love to do with ZERO financial stress.
Home
Services
Why Us
Contact Us
Privacy Policy
Website Disclosure
Firm ADV
 Email us: info@woodsonwm.com
 Call or text: 858-923-4500
 Ready?: Schedule A Call

© 2020 Woodson Wealth Management and Consulting, Inc. All rights reserved.

Scroll to top