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Press

Press Release: Woodson Wealth Management Begins Its Planned Expansion

Ramona, CA – September, 20 2022 – Woodson Wealth Management announced today that Drew Schlotter, CFP® has joined the firm and is leading the company’s expansion into the Southwest.

Jamie Lima September 22, 2022

Biden’s Tax Plan and what it means for your taxes

2021 is a great year to consider Roth conversions and other strategic moves from a tax planning perspective. Here are my thoughts as quoted in the Wall Street Journal (April 30, 2021): Biden Tax Plans Potential Impact on Your IRA – WSJ

Jamie Lima April 30, 2021

Press

Press Release: Woodson Wealth Management Begins Its Planned Expansion

Biden’s Tax Plan and what it means for your taxes

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