How to avoid three of the worst behavioral mistakes investors can make

October 13, 2020/in Behavioral Finance, Economy, Election, Financial Planning, Investments, Recession /by Jamie M. Lima, MBA, CFP®

Hi, I’m Jamie Lima with Woodson Wealth Management, and I’m going to teach you how to avoid three of the worst behavioral mistakes investors can make.

How to Maintain Resilience when Facing a (Financial) Crisis

September 29, 2020/in Economy, Financial Planning, Recession, Retirement Planning /by Jamie M. Lima, MBA, CFP®

Hi, I’m Jamie Lima with Woodson Wealth Management, and I’m here to give you the antidote to fear and uncertainty by taking action.

One of the foundations of a solid financial plan is RESILIENCY, which is the ability to get through a crisis without derailing your future.

You’ve Taken a Financial Hit During COVID-19. Use These 5 Techniques to Overcome Financial Stress

September 25, 2020/in Budgeting, Economy, Financial Planning, Recession, Retirement Planning /by Jamie M. Lima, MBA, CFP®

Beginning in February and March 2020, America, Canada and Europe locked down cities, closed businesses and halted travel amidst the onset of COVID-19. Six months later, we’re still experiencing the pandemic’s global impact in our communities. A record number of people have applied for unemployment in America since March, and millions are still left jobless, behind on their bills or struggling to make ends meet. If you and your family have been financially hit during the COVID-19 pandemic, here are a few things you can do to help handle and overcome your financial stress.