Biden’s Tax Plan and what it means for your taxes
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):
Press Release: 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 – 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 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.
# # #
Media Contacts:
Jamie Lima
Woodson Wealth Management
jamie@woodsonwm.com
#bestfinancialadvisorsinsandiego #topfinancialadvisorssandiego #fiduciaryfinancialadvisorsandiego #registeredinvestmentadvisorsandiego #financialplanningsandiego #certifiedfinancialplannersandiego #investmentmanagementsandiego #sandiegofiduciaryadvisor #sandiegofinancialfirms #independentfinancialadvisorfirm #investmentadvisoryfirm #financialplanningfirm #financialadvisorycompany #financialadvisoryfirmsandiego
[PRESS RELEASE] Jamie Lima partners with the Association of Financial Educators
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 (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
Jamie Lima Launches Subscription-Based Financial Planning Program
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.
# # #
Media Contacts:
Jamie Lima
Woodson Wealth Management
jamie@woodsonwm.com
#bestfinancialadvisorsinsandiego #topfinancialadvisorssandiego #fiduciaryfinancialadvisorsandiego #registeredinvestmentadvisorsandiego #financialplanningsandiego #certifiedfinancialplannersandiego #investmentmanagementsandiego #sandiegofiduciaryadvisor #sandiegofinancialfirms #independentfinancialadvisorfirm #investmentadvisoryfirm #financialplanningfirm #financialadvisorycompany #financialadvisoryfirmsandiego
Jamie Lima Launches the Emerging Millionaire Method™
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 a young couple that they don’t qualify to be a client because they have less than 7 figures in a brokerage account–are dead.
Advisors – if you are still doing this, I am sad to say, your days are numbered.
Wealth Management isn’t about getting you in on the next IPO or turning $300,000 into $3,000,000. It’s so much more than that.
It’s:
• helping you maximize your workplace benefits,
• helping you decide whether to buy rental property or invest your savings,
• analyzing college savings plans and assisting you in setting them up,
• determining when the right time to upsize or downsize your home is,
• walking you through the process of #estateplanning so if something were to happen to you, your kids would be OK,
• working with you to determine how much (if any) life insurance you may need,
• helping you find, interview, and manage a relationship with a CPA, and more.
It’s not about investments. It’s about being a servant to our clients and redefining what “wealth management” means.
WWM In the News: Advisors Face Retirement Income Literacy Gaps Among Clients [WealthManagement.com]
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.
WWM in the News: Advisors’ Advice: What Was Your College Major? — Part 1 [Think Advisor]
Check out one of our recent articles in Think Advisor!
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