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financial planning

Balanced Budgets, Balanced Lives: A Guide to Financial Fulfillment

In an era where financial stability is often equated with numerical metrics, we must broaden our perspective to encompass a holistic view of financial well-being. This comprehensive approach marries your core values with emotional intelligence and life aspirations. This Woodson Wealth Management guide aims to unfold eight pivotal strategies that

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Financial Suicide: 10 Fatal Mistakes You Could Be Making Right Now

Alright, let’s talk about something we all love to avoid: money stuff. Yep, I’m talking about those financial responsibilities we tend to shove to the bottom of the to-do list. But here’s the thing: ignoring this stuff isn’t just procrastination; it’s like playing financial roulette with our future. From putting

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image of a couple watching the sunset

🔐 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 College Worth It? – Part 1

By Drew Schlotter, CFP®, CCFC Wait, College Costs How Much? The cost of college, and the resulting value (or lack thereof) are a hot topic among parents, students and the media. Costs are going up, student debt is ballooning, and politicians are talking about free education while they cut state

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Why do I do what I do as a financial planner?

As a financial planner, I help people achieve their financial goals and live the life they want. But my own journey to becoming a financial planner was also driven by personal goals and values. Growing up, I witnessed the financial struggles of my parents and the stress it caused in

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3 Simple Ways to Better Manage Your Credit

The pandemic has made it difficult for many people to manage cash flow and keep an eye on their budget. This often leads to an increase in credit usage, which can have a long-term impact on your ability to buy a home, purchase a car, and so on. Here are

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Podcast: Health Savings Accounts

Podcast: Health Savings Accounts

Do you have a Health Savings Account? If not, having one can likely help you in the future by allowing you to cover the cost of your medical and other health needs. We spent a lot of time talking about this on Tykr’s podcast a few months ago. Here are

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How To Set Financial Goals for the New Year

How to set financial goals for the New Year

Did you set financial goals for the New Year?  How have you gone tracking those goals? We might be well into the New Year, but it’s not too late to learn how you can make your Resolutions really stick. Here are a few things we walk our clients through that

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