For women in their 30s and 40s, having a career and a family is a big part of their life. Motherhood looks a lot different now, as women have more choices at every step. Having a career, delaying motherhood, and putting a career on hold to be a primary caregiver to kids (or others) are […]
Read More… from Financial Planning for Women Is About Flexibility and Balance
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 […]
Read More… from Financial Planning for the Early Stage of Your Career
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 […]
Read More… from Women’s History Month: A Celebration of Women’s Financial Milestones
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
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
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?
Disability Insurance and You Many Americans are living paycheck to paycheck — a staggering 78 percent of us, according to a recent study by Career Builder. That creates a very delicate financial situation that could be thrown off kilter by an accident, unexpected illness, or a big family emergency. It’s not something anyone wants to […]
