WFA In the News
Here are some articles where WFA team members have shared their insights with writers and reporters at major news outlets across the country:
Jim Miller, CFP® and president of Woodward Financial Advisors, discussed leveraging your investments to buy a home in Bloomberg's article "A 3% Mortgage? Leveraging Your Stocks to Buy a Home" that was published on July 1, 2022.
Jim Miller, CFP® and president of Woodward Financial Advisors, discussed potential solutions for how to help home buyers stand out in today's current real estate market in The Wall Street Journal's article "Four Ways Home Buyers Can Get an Edge in a Cutthroat Seller’s Market" that was published on May 28, 2022.
Jim Miller, CFP® and president of Woodward Financial Advisors, discussed how retirees can pay for dental care in the NASDAQ's Personal Finance article "4 (Imperfect) Ways Retirees Can Pay for Dental Care" that was published on February 4, 2022.
Alex Richani, CFP®, helped answer a reader question about how to utilize Social Security benefits from an ex-spouse on TheStreet.com on January 25, 2022.
Jim Miller, CFP® and president of Woodward Financial Advisors, helped answer a reader question about how to boost their Social Security benefit amount on TheStreet.com on November, 16, 2021.
Vic Colella, CFP®, helped answer a reader question about whether or not earned income would reduce their Social Security benefits on TheStreet.com on October 5, 2021.
Jim Miller, CFP® and president of Woodward Financial Advisors, helped answer a reader question about Social Security and the earnings income limit at TheStreet.com on November 17, 2020.
Jim Miller, CFP® and president of Woodward Financial Advisors, appeared as a guest on episode 6 of the New Planner Podcast to talk about the firm's flat fee model, working with clients, and bringing on the right team members to grow the firm. The episode was released on October 23, 2020.
The Wall Street Journal recently quoted Jim Miller, CFP® and president of Woodward Financial Advisors, in two separate articles in September, 2020. The first discussed which expenses parents should consider stopping paying on behalf of their adult children, while the second focused on the biggest money mistakes people often make during a recession.
An article in the May 26, 2020 edition of the Wall Street Journal featured Jim Miller, CFP® and president of Woodward Financial Advisors, sharing ways to jump start emergency savings. Look for Jim's tip at #6!
Jim Miller, president of Woodward Financial Advisors, provided some ideas to the Wall Street Journal on April 23, 2020 for financial moves that folks can make if they've just lost their job or fear that they will.
On March 30, 2020, Jim Miller, president of Woodward Financial Advisors, spoke with Financial Advisor IQ about how the firm quickly transitioned to working-from-home, in the wake of COVID-19.
When It Makes Sense to Review Your Will (Wall Street Journal; February 13, 2019) Jim Miller, president of Woodward Financial Advisors, answers a question about how often people should review their wills and estate plans.
In the December 9, 2019 issue of the Wall Street Journal, Jim Miller, president of Woodward Financial Advisors, discusses both the reasoning and challenges of naming co-executors in a will (subscription required).
Financial Advisor Magazine named Woodward Financial Advisors a top 500 independent advisory firm in the country, for the 10th year in a row!
The Financial Times named Woodward Financial Advisors as one of the top 300 US registered investment advisers in 2019!
Game Plan: A Single Mother Seeks to Shore Up Her Finances (Wall Street Journal; June 16, 2019) Jim Miller, president of Woodward Financial Advisors provides some advice to a single mom who has experienced a change in her financial picture and now has questions about what to do next to start saving for retirement.
Best & Worst Places to Retire (WalletHub; August 14, 2018) Jim Miller, president of Woodward Financial Advisors, talks about some of the financial factors that retirees should consider when deciding to retire, the biggest mistake that people make when planning their retirements, and suggestions about life expectancy assumptions.
How to Work with the Adult Children of Clients (Wall Street Journal; February 2, 2017) Jim Miller, president of Woodward Financial Advisors, spoke to Kim Eckart of the Wall Street Journal about how to work with adult children of clients.