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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Tony Hsieh, former CEO of Zappos, died at 46 due to smoke inhalation from a house fire over the Thanksgiving holiday. Several months prior, Hsieh retired from his position as CEO of Zappos with an estimated net worth of $840 million.1 Since his death, his family has determined he died intestate, meaning he had no will. In response, his family has filed for access to the former CEO’s accounts and assets.2
Earlier in 2020, “Black Panther” star Chadwick Boseman lost his battle with colon cancer – Boseman also died intestate. His wife has since had to file paperwork in probate court to gain access to his estate, which has an estimated value of about $938,500.3
The moral of the story? No one, no matter how much they have, is immune to an untimely death. And while you may not have a net worth of $840 million, your assets are still significant and require proper planning.
2020 has been a difficult year to say the least, but 2021 is rapidly approaching. Utilize these 7 financial moves to make the coming year less stressful.
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With one of the most contentious elections in history behind us, President-elect Joseph R. Biden, Jr. is set to take office on January 20. In anticipation of a new administration, high earners especially are left wondering – how will the Biden presidency affect me financially? Until Biden takes office and begins enacting changes, we won’t know for sure what to expect. But based on his official campaign platform, past interviews and projections, we can better prepare ourselves for the potential changes to come.
Now that Inauguration Day is on the horizon, what challenges could this bring to high earners during a Biden administration?
There comes a point in nearly everyone’s life when they begin to wonder if they should continue to rent or make the step of purchasing a home – but throw a global pandemic, low mortgage rates and a crazy housing market into the mix, and it makes the choice a whole lot more complicated. Furthermore, since January 2020, home sales have been steadily increasing.1
The first thing to remember: don’t let the circumstances make this an emotional decision. Buying a home is a decision that should be made based on your finances, as well as your preparedness for owning a home. Before you make any real estate purchase, you should strongly evaluate your options to figure out if you are really ready to buy.
It’s time for the new year, a new budget and a brighter future for you and your family. 2020 has been full of unprecedented events that may have left you feeling financially unstable, but you can make 2021 the year you finally take control of your financial life. Use these resolutions to create a realistic budget that will let you pay down your debts and give you the opportunity to put something away, while not forcing you to be too disciplined in order to make it happen.
This content is developed from sources believed to be providing accurate information, and provided by Twenty Over Ten. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
When buying a home, there are a lot of things to consider – including whether or not a home warranty is worth it. When you make a large purchase such as this, you know that money is probably going to be tight for a while. But the reality is, the unexpected can happen – including appliances breaking. Should you purchase a home warranty to help you out if something goes wrong? Read on to find out when you should buy a home warranty and when you will be better off without one.
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