Doing What You Enjoy While Managing Cash Flow and Investing

Saving money for your future doesn’t mean you have to sacrifice the present and stop doing the things you love, like traveling! When saving into taxable investments and retirement accounts, we are often thinking about our future. Having money for retirement, when we probably will not have a steady or strong inflow of cash, is […]

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Small Changes, Big Impact for Managing Cash Flow in Today’s Economy

Over the last couple of years inflation has risen, increasing the cost of our day-to-day expenses. We can definitely feel the burden of spending on the same things, but having less money left over to save. This can cause worry as we feel uncertain about our financial plan and future. At Willow Planning Group, we […]

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The Mid-Point of Your Career: Creating Options in Life and Work

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 – […]

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The New Value of Advice: A Holistic Approach for Everyone

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 […]

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