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Insurance

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🔐 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

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Is my money safe?

Is My Money Safe?

This brief webinar highlights all you need to know about FDIC insurance, SVB and Signature Bank’s failures, and what you can do to protect yourself. Taken from our monthly Ask Me Anything webinar, this 20-minute recording will go a long way in helping you ensure that you have a clear

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Do You Have Enough Insurance, or Too Much? Find out here.

Hi, I’m Jamie Lima with Woodson Wealth Management. As the crisis continues and we continue to deal with the anxiety driven by the election, it’s clear that we’re in for months and maybe years of economic pain. A lot of folks are still worried about what the long-term effects and

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