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 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?
In this third episode of our multi-part series on actions to take in down markets, Ben and Vic talk about the ins-and-outs of Roth IRA conversions, and how a market downturn may be a good time to consider such a strategy.
We talk about CARES recovery rebate checks, the waiver of Required Minimum Distributions for 2020, and the new charitable contribution deduction.