Money is personal to each of us and deeply related to our histories, childhoods, fears, and dreams of success. For most couples, sharing finances at some point becomes necessary and desirable. So how do you successfully combine finances in a way that protects each person and lets you move ahead together? It starts with good […]
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Summer is here! Kids are out of school and all the vacation planning is coming to fruition. It can be a good idea to take stock of your financial picture and make updates where necessary. Below are a few things to consider to keep your plan in shape. We’ve talked about them before, but it’s […]
Reaching the mid-point of your career isn’t like getting your first high-paying job or the last few years before retirement. Those milestones track closely to age, with the first big job coming in your twenties and retirement happening in your late 50s or early 60s. The mid-point is different. It lasts a lot longer – […]
Read More… from The Mid-Point of Your Career: Creating Options in Life and Work
In the 20th century, as the “pay for product” model took root and flourished, financial advice became all about asset selection, except for the very wealthy with enough assets to command personalized, holistic advice as an additional service. With the rise of the fiduciary, fee-only model, a new wave of service offerings and client relationships […]
Read More… from The New Value of Advice: A Holistic Approach for Everyone
Getting to that point in your career where you’re finally making real money is a reason for celebration. Whether from getting the job you went to school all those years for, working your way up to more responsibility, or getting a significant annual bonus, having more income is a great feeling. Besides more income for […]
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Sometimes we get excited about an idea we have like starting a side business or buying rental property, and we forget to think about the tax implications that come with the project. It is always a good idea to be prepared and be strategic so when tax season comes around, there are no surprises on […]
Read More… from Starting a new project? Don’t let tax season catch you by surprise!
My definition of family financial planning is meeting your family’s everyday expenses, handling unexpected bills, saving for the future, and having fun! It can put you in control of your money and helps you avoid stress and feel more secure. I will say, though, it’s not always easy. But there is help! Financial planners like […]
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Women’s History Month is celebrated globally in March. It started over 100 years ago as a labor movement when women workers in the needle trades began to demand fair wages and workplace limits and protections. Women did not have the right to vote, so to effect change and call attention to the cause, they organized […]
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It’s 2022 and you’ve just accepted a new job offer (yay!). Along with your base salary, you’ve also been offered equity in the new company in the form of Restricted Stock Units or RSUs. You’re excited to start and sort through all the benefits, but you really don’t know the first thing about RSUs. Equity […]
Here at Willow Planning Group, we value communication and transparency. We wanted to write this blog post to explain a little bit more about the process and fees when you decide to begin to work together, as well as explain our fiduciary and fee only model. The financial advisor model has changed over the last […]
Read More… from Understanding the Financial Planning Model, Process, and Fees
