Listen to the folks at Woodward Financial Advisors share their thoughts on timely financial planning and investment-related topics.
In this episode, Ben and Victor answer five of the most frequent questions we've received in 2020, ranging from mortgage refinancing to charitable giving to the impact of the upcoming election on investment portfolios. Chances are, at least one of these topics have crossed your mind, if not more.
In this episode, Ben and Victor discuss the pros and cons of two key approaches to the process of investing a sum of money in the markets: dollar-cost averaging vs. lump-sum investing.
In this episode, Ben and Victor discuss what estate planning is really meant to accomplish, and specifically explain 4 critically important documents for most estate plans.
Fraud and identify theft are as pervasive as ever. The folks at Woodward Financial Advisors have some tips and resources to help protect you.
In this episode, Ben and Victor explain how we use tax returns to help our clients plan for the future, and some helpful tricks that might help you do the same.
In the final installment of our mini-series on financial strategies folks can pursue during down markets, Jim and Victor talk about taking a step back and reassessing your overall Financial Plan: Do the assumptions you used to create the plan still hold true? Have your goals or risk tolerance changed? Are there any steps you need to take to get your plan back on track?