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The Woodward Financial Advisors Blog

All These Forms are Rather… Taxing  Thumbnail

All These Forms are Rather… Taxing

We all know the saying that nothing is certain in life except death and taxes, and I would certainly rather talk about taxes! It’s that time of year again – the IRS is now accepting returns and the worry about this year’s “damage” may have started to creep in. On the other side of the fence, tax preparers have bought up all the coffee pods and are kissing their loved ones goodbye as they hunker down for the busy season.

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The 2024 Presidential Election and the Stock Market Thumbnail

The 2024 Presidential Election and the Stock Market

When faced with uncertainty, we understand the natural human reaction to worry. An example of uncertainty in 2024 is the upcoming Presidential election. Our political elections in the U.S. have become very polarizing, with each side thinking that if the other party wins then our country (and economy and stock market and you name it…) will crumble. So, is that a reason to worry?

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New Year, Same Discipline. Thumbnail

New Year, Same Discipline.

As we start this new calendar year, for many it’s the time for resolutions, predictions, and all sorts of other January traditions. There are those resolutions that we can all agree seem like good ideas – exercise more, eat healthier, go to bed earlier, read more books, etc. You know the drill. And then there are the predictions that may seem like fun, and even bring out one’s competitive spirit, but at the end of the day just really don’t matter.

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Revving up for 2024! Thumbnail

Revving up for 2024!

It’s that time of year again; time for making hopeful New Year’s resolutions! From a personal perspective, this time last year I settled on a few resolutions that I hoped would bring joy and satisfaction to my life. While I did not fully achieve them all, I made meaningful progress and allowed myself to shift priorities as needed. Even though I did not meet all my goals exactly how I planned them, I learned lessons along the way that I will put to good use this year.

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Creating a “Paycheck” in Retirement Thumbnail

Creating a “Paycheck” in Retirement

Did you know retirement is listed as one of the ten most stressful life events, alongside things like marriage, divorce, and pregnancy?! Even joyous, momentous times in our lives can be stressful because of all the unknowns that change can bring. While we can’t help you figure out what hobbies will keep you busy or what volunteer work will fulfill you during your retirement years, we can be your partner as you navigate all things related to your finances.

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Charitable Giving Strategies Thumbnail

Charitable Giving Strategies

Fall is easily my favorite season of the year. It brings pumpkin spice lattes, brightly colored leaves, and football nearly every day of the week! With Giving Tuesday right around the corner, fall is also an important time of the year for charitable giving, as many donors make their year-end gifts. From our perspective, it’s a great time to think about year-end tax planning, with charitable donations as a powerful tax planning tool.

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