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 ...
As I look back on last year, I am reminded that progress doesn’t always mean perfection. Some goals were met, others evolved, and a few remain a work in progress – but each contributed to my personal and professional growth. This process of reflection not only highlights the progress I have made but also inspires me to keep growing in the year ahead.
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.
Wondering what your Woodward Financial Advisors team has been up to this summer? We've got phenomenal trips, big announcements, and fun moments to share with you below: