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The Woodward Financial Advisors Blog

Keep an Eye Out for the Kitty, or Rather, the Kiddie Tax Thumbnail

Keep an Eye Out for the Kitty, or Rather, the Kiddie Tax

Each year, I get a tax bill for our family dog. This county tax pays for animal control and shelter services. Our neighbors get a similar bill for their cats. But this kitty tax is entirely different from what’s known as the “kiddie tax”, which is the topic of this article… sorry if this is a disappointment for you cat lovers out there! The kiddie tax comes into play when someone is considering giving to a minor-age family member. Many of our clients are very generous to their loved ones, so we find ourselves discussing this sometimes-overlooked rule often.

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The Role of Listening in Financial Planning Thumbnail

The Role of Listening in Financial Planning

Listening is a skill that’s often overlooked, both in business and in society at large. The pace of modern life means that most of us are busier with more demands on our time. Yet investing the time and energy in authentic and genuine listening can improve our relationships by giving us a greater sense of understanding and helping us form better connections.

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To Roll or Not to Roll-Over Your 401k?     Thumbnail

To Roll or Not to Roll-Over Your 401k?

You’ve just landed your dream job with a new employer or have finally made the transition into your long-awaited next phase (aka retirement). After taking some time to celebrate these milestones, you may ask yourself, “What should I do with my old 401k now that I’m no longer contributing to it?”. Here are some reasons that you may or may not decide to move your 401k into an IRA.

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Make Your Gifts Go Even Further Thumbnail

Make Your Gifts Go Even Further

Conversations with clients around the desire to financially support family, friends, and charities are commonly heard within the walls of Woodward Financial Advisors. We love these conversations because they present another opportunity for us to educate and provide value to our clients, as well as to learn what truly motivates folks to give of their resources.

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