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The WWM Blog
Beyond Bytes: How is Tailoring Financial Plans For Tech Professionals Different?
By: Alex Doyle, Wealth Manager, CFP® When it comes to financial planning, tech industry professionals face distinct considerations that set them apart. To better understand this, let’s look at the aspects that distinguish financial planning for individuals in the technology sector apart from other industries. Equity Compensation: A Significant Factor
🔐 Die with Zero Dollars (DwZ): Leveraging Joint and Survivor Annuities to Fulfill Core Expenses in Child-free Households
In the dynamic realm of financial planning, a distinctive philosophy has emerged – one that embraces a childfree lifestyle and aspires to Die with Zero or “DwZ”. This paradigm shift underscores a deliberate departure from conventional financial norms, prioritizing life experiences over traditional legacies. By consciously opting for a childfree
Doing Divorce Differently Podcast
Alleviate your fear of divorce and do it a different way. Join Family Law Attorney and Mediator Lesa Koski, along with our founder, Jamie Lima, for a candid conversation on how to take the fear out of Divorce.
Gen Z’s Buying Guide to Hiring a Financial Advisor
How can Gen Zs benefit from having a financial advisor? As Gen Z’er, what should I look for in financial advisors? Are financial advisors even affordable, and what are ways that people as young as me can afford financial advisors? I get it. You have a ton of questions about
Protect your Finances During Divorce
It may sound counterintuitive to spend money on a #cdfa when getting a #divorce, but it has many benefits, including financial ones. Take a listen! Considering a #divorce yourself? Schedule time to chat with me here.
Podcast Appearance with Tim Blankenship
I had an amazing time chatting with Tim Blankenship of Divorce 661 a few weeks ago. I tried to provide as much divorce advice from a Certified Divorce Financial Analyst as possible in our quick, 30-minute or so chat. Take a listen! If this is helpful, feel free to schedule
Woodson Wealth Management adds LGBTQIA and Childfree-focused financial advisor
Woodson Wealth Management now serving clients locally in 7 cities and virtually across the country FOR IMMEDIATE RELEASE San Diego, CA – June 20, 2023 – Woodson Wealth Management announced today that Jason Lampert, CFP® and has joined the firm and will help further the company’s expansion into the northeastern
Best Savings Tips in Your 20s or 30s
From retirement accounts to savings accounts, there are myriad ways to build wealth. We get these questions a lot, so here are the best savings tips for someone in their 20s or 30s to set off on the right foot. 1. What retirement accounts are available to people in their
Debt Ceiling: Why We Need Not Worry About It
The debt ceiling is a term that has been thrown around in political discussions for a long time, but what does it really mean? In simple terms, the debt ceiling is the limit on the amount of debt that the United States government is allowed to have outstanding. This limit