The Woodward Financial Advisors Blog

Collectively, clients of Woodward Financial Advisors donated in the neighborhood of $2 million to charities in 2025. This is just the amount that we know about being donated via our assistance - it’s very likely the number is much higher if you include other gifts that were made. There is always great interest in topics around giving back, and we feel blessed to play a small part in helping you impact others in a positive way. I, too, share a passion for giving, and it is from this shared interest that I am inspired to share my three-part framework for giving ...

Market declines aren’t rare events or signs that something is “broken” or “wrong.” They are a normal and recurring part of long-term investing. At some point, to some magnitude, the market will decline. It always does. And because we know this, it shouldn’t come as a surprise, or a reason to panic, when it happens ...

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 ...