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?
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!
My latest monthly newsletter (sign up here!) focused on several financial rules of thumb that really aren’t one-size-fits-all. So many tried and true approaches just don’t apply to every last one of us — which is exactly why Willow Planning Group focuses on tailoring financial plans to fit each client’s personal financial situation. Many of […]
As the “new normal” takes hold, it’s wild to look back and reflect on how much has changed in each of our lives in just six weeks. The response to Covid-19 has changed day-to-day life in so many ways, and it’s an unprecedented, frightening time across the globe. In times like these we realize how […]
As 2018 starts winding to a close, and the holidays start racing toward us, it’s a good time to stop and take stock of how you’ve set yourself up for the 2018 tax season—and if there’s any way you can help maximize your potential tax savings for the year. (And if making any changes in […]
Read More… from Talking Taxes – What Can You Still do this Year?
Where to stash your extra cash It’s a dream scenario: You wake up one day, and a windfall enters your life. That tax refund lands, an inheritance shows up at your doorstep … or maybe you’ve finally scored that promotion you’ve been working for — or have found a nice side hustle that will boost […]
Just because you are on a “tight budget” doesn’t mean that you cannot have a financial plan to reach your goals. Begin with looking at your own spending each day, week or month. Having a tight budget might be because you have high fixed expenses. Or, it might indicate overspending. When was the last time […]
One year ago I was thoughtful about setting goals and making resolutions for the New Year. But it surprised me, pleasantly, that I ended up with three themes. I used post-it notes and a dry erase board for daily reminders of these themes. It changed my thinking and brought me to a place of living […]
Read More… from Beyond Resolutions: What’s your Theme for 2018?
Seventy-eight percent of full time workers say they live paycheck-to-paycheck. One of the biggest concerns I hear expressed by my clients is the fear of running out of money between paychecks. No matter your income level, this cash flow squeeze is also often the cause of rising credit card debt or falling behind on utility […]
When asking myself this question, I think about my life today. I just returned from an amazing trip to Jackson, Wyoming and Teton Valley, Idaho. As I was high in the mountains skinning 2,000 vertical feet in half a day, I took in the scenic, snowy landscape and thought about how lucky I am to […]
Read More… from Can you (should you?) contribute to your IRA for 2016?
