Towards the end of each year, Woodward Financial Advisors is left eagerly anticipating news from the IRS on what 2026 brings regarding updated limits, phase-outs, and tax wrinkles that guide us. 2026 also introduces a few new rules, coming from a mix of the SECURE Act 2.0 and OBBBA.
Back in July, Congress passed the One Big Beautiful Bill Act (OBBBA) — a wide-ranging piece of legislation that introduces significant updates to the tax code, education savings, estate planning, and more. The changes it brings are substantial and could have a meaningful impact on your financial strategy ...
Today, October 9th, is donor-advised day – a day dedicated to celebrating and educating donors about this powerful way to give! At Woodward Financial Advisors, we’re excited to join in the celebration by sharing why we love donor-advised funds and how they can help you make the most out of your giving ...
As Halloween approaches, it’s not just ghosts, goblins, and things that go bump in the night that can give us a scare. For many, the real fright comes from the financial worries, including whether they’re saving enough, how market swings might impact their future, or what unexpected costs could creep in. However, there is good news! With the right planning, these financial “ghosts” don’t have to haunt you. Let’s shine a light on a few common fears and how to keep them from lurking in the shadows of your financial plan ...
Flashback to April 2, 2025, the global markets are reacting to the Liberation Day tariffs and are at the start of, what we now know was, a drop of $10 TRILLION in global market value ... Due to the magnitude of the market changes, your team at Woodward Financial Advisors assembled quickly and decided it was time to review all client portfolios for trading and rebalancing opportunities. So, I ask a simple question that I encourage you to briefly consider before reading on; did WFA engage in marketing timing?
As interest in Bitcoin and other cryptocurrencies continues to grow, some Woodward Financial Advisors clients are curious whether their portfolios include investments in these loosely regulated holdings. While it's important to understand the basics of cryptocurrency and the underlying blockchain technology, we want to clarify that our investment approach does not include direct exposure to cryptocurrencies like Bitcoin ...