Summer is finally in full swing, meaning we’re already about halfway through 2021. After a year like no other, we’re all excited to enjoy the warm weather with friends and family. If you have some time over the coming weeks, take a moment to slow down and check up on your financial wellbeing.
Here are six things you can do right away to make sure your goals are being met and your finances are in good shape before heading into the second half of 2021.
Divorce is emotional, and financial protection may not always be top of mind. But being cautious and prepared early on can help prevent financial stress later down the line. If you’re amidst a divorce or considering the process, keep these seven tips in mind.
SEP? SIMPLE? SEP-SAR? Which small business retirement plan is best for your company? Here’s a simple breakdown:
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Hi, I’m Jamie with Woodson Wealth Management, and I’m going to help you sidestep some major headaches, save you time, and put more money in your pocket.
First – some quick background about the changing financial services industry:
Over the last 15 years, our industry has gone through some dramatic shifts. At the outset of my career, folks had to look to the Wall Street Journal or call their stock broker for information on a particular stock or what’s going on in the markets. Now, you can get your news and updated stock quotes in just seconds.
Your mindset and goals continually evolve over time. At age 25, you might be focused on paying off student loans and saving up for your first home. Your career is just getting started, and post-work years are well into the future. At 50, however, you’re starting to imagine a time when the career hustle won’t be a part of your life anymore — and neither will your usual income setup. Just as your life changes, your investment decisions may develop as well.
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.
The average annual healthcare expense per individual rises from roughly $2,000 for 19-year-olds to about $11,000 for retirees (age 65+).1 As Americans pay more for medical care, they often seek ways to save for emergencies. Health savings accounts (HSAs) and health reimbursement accounts (HRAs) can help.
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.