Jamie Lima February 8, 2021
Browsing blog archives:
Though we’re all eager to move on from last year, there are still many factors outside our control in 2021. So, take some time now to be intentional about the kind of year you want to have and the factors that ARE within your control. In this video, I’m going
2020 is a year most of us would prefer to forget. When the year started, nobody expected natural disasters of historic proportion, the COVID-19 pandemic or the residual economic hardships that followed. But with the first year of the new decade officially behind us, how can you better prepare your
There comes a point in nearly everyone’s life when they begin to wonder if they should continue to rent or make the step of purchasing a home – but throw a global pandemic, low mortgage rates and a crazy housing market into the mix, and it makes the choice a
It’s time for the new year, a new budget and a brighter future for you and your family. 2020 has been full of unprecedented events that may have left you feeling financially unstable, but you can make 2021 the year you finally take control of your financial life. Use these
2020 has been quite the year, to say the least. With only one month left, everyone is ready to put the year behind us and try to start fresh. From the coronavirus pandemic to economic shut downs, many have felt the financial strain. If you are looking to start 2021
Some people see the term “Wealth Manager” or #wealthmanagement and it makes them feel unqualified to work with me/us. Nothing could be further from the truth. The old way of conducting business–sitting behind a mahogany-desk, and banging out calls to get people to buy the next hot IPO or telling
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
One of the very first things we discuss with our clients is risk tolerance. How do you handle risk? How do you feel towards money? And, so on. This is an incredibly important part of the financial planning process and it helps us do a better job of providing #fiduciary
Hi, I’m Jamie with Woodson Wealth Management, and I’m going to help you sidestep some major headaches, save you time, and put more money in your pocket. First – some quick background about the changing financial services industry: Over the last 15 years, our industry has gone through some dramatic