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The Woodward Financial Advisors Blog

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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New Year's Resolutions Thumbnail

New Year's Resolutions

Financial planning reminds me of New Year’s resolutions sometimes. Our financial goals are usually well-intentioned, aren’t they? We hope to retire one day, to own a home, to pay for our education or that of our loved ones, and to give generously to charitable causes, among other things.

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2021 Year-End Housekeeping Thumbnail

2021 Year-End Housekeeping

As we bid farewell to 2021, we hope that you have opportunities to connect with family and friends, to relax and take a break from your routine, and to consider what you’re looking forward to in the year ahead. In addition to setting goals about books you want to read, activities you’d like to complete, and personal milestones you aim to achieve, you might also take advantage of some small pockets of time during the holiday season to complete some financial housekeeping tasks. This can help you start 2022 feeling productive, and move your savings and planning in the right direction for the new year.

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The Relationship Between Time & Intensity Thumbnail

The Relationship Between Time & Intensity

As a Financial Advisor, I cannot help but see the significant parallels between the consistent habits we need to maintain (or achieve) good health and those that help us be more successful in the pursuit of our various financial goals. We all seem to know what to do at a high level: save more, spend less, invest smartly, eat healthier foods, work out. What I find isn't always recognized is the relationship between the time and intensity of these actions.

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