The Woodward Financial Advisors Blog

This is a common question when things seem volatile in the world, and we know there is a chance you’ve asked yourself this recently. You are not alone. The issues of the day are complex but the answer to your question may be somewhat simple – yes AND no. Every situation and scenario of the time is slightly different than those of the past, so in this regard, yes, it is different. But at the same time, no, it is never different because markets work over the long term based on fundamentals and those don’t change ...

Last year, when I turned 50, I decided it was time to get more serious about my fitness. My athletic days were long behind me, and after years of prioritizing my family and career, I realized that my personal physical health had taken a backseat to life’s other priorities. Thus, I made a commitment to change, but at the same time I knew I would need some help with a plan ...

Valentine’s Day is a time to celebrate love—but love isn’t just about romance. It’s also about caring for ourselves and those we cherish. While financial self-care might not be the first thing that comes to mind on this holiday, it’s one of the most empowering ways to show love and respect for your future ...

It’s early February, and by now you’ve likely received a (seemingly) random assortment of tax documents to share with your preparer. How do you know what forms you’re missing, how to obtain them, and when they’ll be available? This annual tax dance can lead to frustrations and potentially extra costs if you file prematurely. We’re here to help you solve the problem of two left feet ...

Social Security changes often make headlines, and it’s easy to see why. With nearly 68 million Americans receiving benefits each month, plus millions more contributing to the system, Social Security has become an integral part of financial security for Americans since its establishment in 1935 ...

Life is full of experiences that shape our perspectives, particularly our relationship with money. Whether it's the joy of something like bringing a child into the world or getting that promotion at your job or something like the sorrow of losing a loved one or a health scare, each moment influences not only our outlook on life but also our financial habits. These events have the power to change how we view our resources and, ultimately, the world around us.