It’s no secret that the past two years have been an interesting time to be investing in the market. It’s also no secret that the past 12 years have been Among the best years for investors to be consistently in the markets. The S&P 500 hit a bottom on March 9, 2009, at the depth […]
Read More… from Market Volatility is Rearing its Head. What to Do? Stay the Course.
Note: We are not paid or compensated in any way to promote services or products. Our blogs are intended to be helpful for for readers to make the best decisions for them. Here at Willow Planning Group, we love small businesses because we are also one! Did you know that according to the U.S. Small […]
Read More… from Financial Planning Tips for Small Business Owners
I know that I’m a financial planner, but even if I wasn’t I would probably still have a very detailed and thorough cash flow plan. Living without one, for me, is like driving cross country without GPS. We weave cash flow planning into our comprehensive planning process for good reason. During a recent annual cash […]
Note: We are not paid or compensated in any way to promote services or products. Our blogs are intended to be helpful for for readers to make the best decisions for them. Many young families are interested in real estate investment as an additional source of passive income. While this sounds exciting, you should educate yourself […]
Read More… from Investing in Real Estate? First do your research, then consider your goal.
If you’re reading this, you’ve probably already explored a few passive income strategies to live the life of your dreams…or to just bring in extra cash. Either way, having another source of income can help during the good times and the bad. An added layer of security is generally a good thing! Your financial goals will […]
Read More… from Achieving Financial Independence with Passive Income: A Quick How-to Guide
I was recently talking to a friend about investing early and planning for the future. I realized that although many people are aware that starting early is better for compound returns and that time is valuable, they are hesitant to make that first attempt at investing. A survey by Ally Financial shows that 61% of […]
This month we are starting discussions with our clients for 2022 planning. Part of this discussion is optimizing for this year. Many are on track to achieve their financial goals. Heading into the last quarter of the year, we want to review the details of their plan to support these goals. Here are a […]
Read More… from You are on track to reach your goals, but are you optimized?
We often meet with potential and current clients who say they want to give to causes they care about and to implement a more formal charitable giving approach compared to what they’ve done in the past. This past spring, I completed my capstone course at Bentley University, which consisted of writing a grant for a nonprofit organization in the Waltham area. My classmates and […]
Read More… from Being charitable and giving to things you care about
Now that it’s August it feels almost impossible not to be thinking about going back to school whether we like it or not! The summer provides a bit of relief from money and loan talk; I hope this post helps ease the transition. As you consider plans for your child’s education or repaying student loans, I’m outlining a few things that we […]
Key Words: Plan, Plan, Plan! Note: We are not paid or compensated in any way to promote services or products. Our blogs are intended to be helpful for for readers to make the best decisions for them. Before going on a trip, I usually come up with a basic plan covering where I want to […]
Read More… from Traveling on a Budget? Here is what you should know!
