Blog
March 22, Update on Market and Banking Sectors
Three takeaways from Christian Chan of AssetMark: This is not a global crisis. Financial conditions have tightened towards the Fed's goal of lowering inflation and slowing growth. Volatility accompanies uncertainty....
Read MoreAbout WFS: What to expect from a Certified Financial Planner, CFP®
About WFS: What to expect from a Certified Financial Planner, CFP®
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Family Preparedness: Five Steps to a Better Apology
We became interested in this topic after an office colleague reported on his frustrating parental week-end. The 13 year old daughter had a meltdown/tantrum argument with her mother. Dad...
Read MoreOn The Mark: Dooming Debt or Déjà Vu? - Special Edition Feb. 2023
¹https://home.treasury.gov/policy-issues/financial-markets-financial-institutions-and-fiscal-service/debt-limit² https://fiscaldata.treasury...
Read MoreOn The Mark: Opportunity in Growth, Value, or Both? - Feb. 2023
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The First Four Things to Do When Your Life is Changing
We all live with the normal continuum of change and then there are the big, life-changing events. It might be unexpected changes in health, relationships, and career that impacts life going forward. Some call them...
Read MoreCFP® – anticipate life ahead | CeFT® – figure out new territory
A CFP helps you anticipate your good life ahead. You lay out the life that you hope to live with the resources you expect to have. Each year you visit your plan to see how your savings, investments match your spending for your....
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2023 Financial Fitness Checkup
2023 Financial Fitness Checkup Now is the perfect time to look at various aspects of your life and develop a plan to improve your financial fitness. Below you’ll find a list of questions that may have an impact on your financial...
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9 key takeaways on SECURE Act 2.0
1) Changing the age of the required minimum distributions. Three years ago, SECURE Act 1.0 increased the age for taking the required minimum distribution, or RMD, to 72 years from 70½. If you turn 72 this year, the age...
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Talking About the 2 Sides of Money With Widows and Other Clients in Transition
What’s Working Now: Take a measured approach with widows. Like others facing huge life transitions, widows are experiencing heavy anxieties that may cloud their decision-making. This advisor’s nuanced approach...
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Stormy Markets – It’s Time to Pull Out the Pilot Analogy
An analogy as suitable to investors as it is to business leaders….Good to Great “Why Some Companies Make the Leap…and Others Don’t” by Jim Collins; Harper Collins Publishers, 2001.(Think...
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The Pain of Market Volatility
The Pain of Market VolatilityLance Armstrong always mentioned the worse weather conditions, the better for him.Why? Because he knew everyone else hated it, and he could suffer better than the rest.More Lance: Pain is temporary. It may...
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Key Financial Data 2023
With three major pieces of tax legislation passed within the last three years, we have more nuances, more inflation adjustments, more expiring tax breaks, and more rules to follow than ever before. Stay on top of the details with...
Read MoreFinancial Future Chart
What are the categories of responsibilities for a well organized financial life? What are the key skills that need to be developed over time? What tasks need to be addressed to increase stability and security? These...
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Are you a Modern Elder? A quiz.
Are you a modern elder? A quiz.As I learned at Airbnb at age 52, where I was twice the average employee's age,you can become an elder at virtually any age. A pro athlete, a software engineer, adigital marketing whiz kid, and a fashion...
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