Life has likely felt like a whirlwind since the pandemic started. While adjusting to the new normal, it’s possible your insurance coverage has not been top of mind. But in reality, you could be missing out by not reevaluating your current coverage. Here are four insurance areas you should reevaluate right away. Read more
Each year, around 86 percent of college students obtain some form of financial aid.1 In order to receive financial aid from the government, all students must fill out the Free Application for Federal Student Aid, otherwise known as the FAFSA. The FAFSA determines the financial need of a student based on factors such as family income and the prior tax year’s income.
With these factors in mind, it’s important to note that large windfalls like an inheritance could affect the amount of financial aid a student receives. If you’re worried about how an inheritance could affect your college-age child or grandchild, here’s what you need to know.
As a high-level executive, your company recognizes your valuable contribution to progress and growth. In response, your compensation package looks a little different – and often more complicated – than lower-level employees. Equity compensation, such as stock options, is a common offering for executives, directors and managers. But the type of equity compensation offered may differ. If your company is offering you a phantom stock plan, or shadow stock, here’s what you need to know.
Choosing a financial advisor is an incredibly important task, I know. After 15 years of helping clients make this decision, I can sympathize with you. There’s the endless phone calls, meetings, data gathering, and other time-consuming tasks.
Add in a pandemic, market volatility, and life in general, it’s easy to see why you may be paralyzed by decisions like this.
That’s why I created the Emerging Millionaire Method™ – to make these decisions and the financial planning process so much simpler for you.
Personally, it wasn’t an easy decision for me to leave the safety and security of a well-know financial services firm to launch my own Registered Investment Advisory practice. But, after months of agonizing over the decision and speaking with trusted clients, friends, family, and colleagues, I did. Because your financial well-being matters to me.
This is not just fluff, but I firmly believe in my heart of hearts, that I am in a better position now to give you the service and financial advice you deserve.
I hope you can sense the passion I have for helping and working with people like you.
To that end, I made a quick video discussing three things you need to know to before you choose whom to work with and how to work with them.
I hope you will take a couple of minutes to watch. I believe it will save you some serious headaches and money.
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Buying a home is one of the biggest financial decisions that you will make in adulthood and for many people, this may be seen as a part of the “American Dream.” While it can feel good to own something rather than rent, it’s not for everybody and can come with costs and limitations.
If you’re having a hard time deciding which option is best for you, consider the pros and cons of owning a home versus renting.
Reaching retirement is exciting, but having enough to maximize your quality of life during retirement is key. You’ve likely heard of a backdoor Roth IRA, but for some looking to maximize their withdrawals in retirement, a mega backdoor Roth IRA may be the way to go.
What is a mega backdoor Roth IRA? Below we’re breaking down what you need to know about this retirement savings strategy.
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 (AFE). Established in 2008 with the mission of promoting widespread and comprehensive financial literacy, AFE is the market leader in providing free educational workshops to companies, organizations, institutions and entities of all sizes and in all market sectors throughout North America.
Over the last decade, AFE has worked with thousands of these groups to educate and uplift their employees and members through expertly taught, easy to understand workshops. AFE members are bound by a rigorous Code of Conduct that demands transparency, accountability and integrity, and agree to share their knowledge without discrimination or bias.
AFE’s members are comprised of experts in dozens of finance-related fields including investing, estate planning, tax, real estate, wellness and many more. These expert instructors generously donate their time in an effort to empower corporate and community groups to take control of their financial futures. AFE’s members share the common goal of fighting financial Illiteracy, gaining community exposure, and empowering through education.
“I spent my entire career working for large organizations, overseeing nearly $1.8 billion in assets and have worked with hundreds of households along the way. I consider myself, and any advisor we add to the firm, to be a financial educator first and foremost” said founder and president, Jamie Lima. “We don’t have quotas or sales goals, but we do have aspirations of helping as many people as we can make good financial decisions.”
After 15 years of working as a financial planner for Morgan Stanley and, most recently, Fidelity Investments, Mr. Lima launched Woodson Wealth Management last summer as an independent, fee-only advisory firm with a mandate to approach all of the advice provided from a fiduciary perspective.
To learn more about Woodson Wealth Management, please visit www.woodsonwm.com.
About Woodson Wealth Management
Woodson Wealth Management is a fee-only financial planning and investment management firm dedicated to serving Gen X, Gen Y, and retirees for a monthly subscription fee and without product sales or steep minimums. Woodson Wealth Management advisors seek to create strategies for our clients so they can continue to do what they love to do with ZERO financial stress.
#bestfinancialadvisorsinsandiego #topfinancialadvisorssandiego #fiduciaryfinancialadvisorsandiego #registeredinvestmentadvisorsandiego #financialplanningsandiego #certifiedfinancialplannersandiego #investmentmanagementsandiego #sandiegofiduciaryadvisor #sandiegofinancialfirms #independentfinancialadvisorfirm #investmentadvisoryfirm #financialplanningfirm #financialadvisorycompany #financialadvisoryfirmsandiego
Though we’re all eager to move on from last year, there are still many factors outside our control in 2021.
So, take some time now to be intentional about the kind of year you want to have and the factors that ARE within your control.
In this video, I’m going to share 3 easy steps to set the stage for a powerful year.
I’m Jamie Lima with Woodson Wealth Management, and I’m here to help you find your footing this year, even in the face of continued turbulence and uncertainty.
Here’s how:
Number One: Reflect on the past year. 2020 will be long remembered for the miseries of COVID, but let’s also take a moment to acknowledge our highs. What did you achieve despite the unexpected hardships? How did you become more resilient in the face of adversity? What have you learned to appreciate or be grateful for? As I reflect on my year, I’m grateful for my FRIENDS and FAMILY. And I’m grateful for the clients who make my professional life worthwhile. I realized last year that my true needs are much, much less than I thought they were.
Number Two: Decide what your priorities are for 2021, and why. Priorities change over time, and it’s good to check in and make sure the goals you’re working toward are still the things that matter to you. If you’re on a great path, decide how you want to make progress this year. If you’re not enjoying the road you’re on, consider this your permission slip to change direction. Think about the time and effort you’ve spent on your current path as valuable experience that will inform your new path.
Number Three: Stay flexible. We don’t know what 2021 will bring. We can hope that vaccines and medical progress will bring an end to the pandemic and a return to normalcy, but we don’t know how or when that will happen. So let’s build some flexibility into our plans.
One of the things I love about my job is helping my clients take action on goals that have meaning for them. If your priorities are changing or you’re excited about something new, please reach out to me. I can’t begin to tell you how excited I am to hear about it.
If you have a question about what I’ve discussed or you’d like to speak personally about what’s going on, please use the form below to send me a message.
I’ll respond personally.
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2020 is a year most of us would prefer to forget. When the year started, nobody expected natural disasters of historic proportion, the COVID-19 pandemic or the residual economic hardships that followed. But with the first year of the new decade officially behind us, how can you better prepare your finances for whatever 2021 may bring? Our seven suggestions are below.
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 a subscription-based financial planning offering, which anyone can take advantage of. On the heels of the firm’s launch of The Emerging Millionaire Method™ last month, Woodson Wealth Management’s Subscription-Based Financial Planning offering is design to provide much-needed financial advice to those who normally couldn’t afford it
“I spent my entire career working for large organizations, overseeing nearly $1.8 billion in assets and have worked with hundreds of households along the way. Many people, who could really use financial advice, were either priced out of getting it or, frankly, they wouldn’t meet the firm’s minimums,” said founder and president, Jamie Lima.
“With our subscription-based service, we can deliver financial plans and help people make secure financial decisions for a small monthly fee. Unlike other firms, we don’t have a ton of overhead and don’t have specific requirements to work with us. Folks just have to be interested in improving their financial situation. More important, we don’t make it a rule that we have to manage the portfolio in order to work with us. We’re not fitting clients into a box; we’re building the box around them.
Jamie Lima created this program after 15 years of working as a financial planner for Morgan Stanley and, most recently, Fidelity Investments. Jamie brings a wealth of knowledge in the areas of financial planning, investment strategy, and incentive compensation. Jamie has a degree in finance and received his MBA from National University in San Diego. As a CERTIFIED FINANCIAL PLANNER™ the firm’s mandate is to approach all of the advice provided from a fiduciary perspective.
To learn more about Woodson Wealth Management, please visit www.woodsonwm.com.
About Woodson Wealth Management
Woodson Wealth Management is a fee-only financial planning and investment management firm dedicated to serving Gen X, Gen Y, and retirees for a monthly subscription fee and without product sales or steep minimums. Woodson Wealth Management advisors seek to create strategies for our clients so they can continue to do what they love to do with ZERO financial stress.
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Media Contacts:
Jamie Lima
Woodson Wealth Management
jamie@woodsonwm.com
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