Special Coverage: Wealth Matters
Wealth Matters: Putting money into sustainability a good idea?
For those passionate about promoting green initiatives and environmentally sound companies, sustainable investing may be an option. Jake Weber of Willow Creek Wealth Management takes a closer look at the realities.
Wealth Matters: 5 smart moves to get financially fit
Next time you find your stomach tightening at the latest frightening or exciting financial news, you’ll have peace of mind because you know you’ve taken these steps to make your best money moves this year, for now and the future, writes Bruce Dzieza of Willow Creek Wealth Management.
Wealth Matters: Teach your children how to handle their own finances
Send them out into the world with key money skills, writes David Lawrence of Willow Creek Wealth Management.
Wealth Matters: Ignore daily investment market news to stay level-headed
The market's hourly and daily activity isn't worthy of our attention and is irrelevant in the long-term. These market reports tell an incomplete story, writes Jason Gittens of Willow Creek Wealth Management.
Wealth Matters: Estate planning for your digital life
With so much of our financial information and personal information now online, estate plans today must address how our digital selves will be managed after our human selves. Here's how to make it easier to navigate the digital maze.
Wealth Matters: What you risk if you leave Earth without a will
Passing without a will, as singer Aretha Franklin did recently, creates unnecessary hassles and enormous expense for one’s heirs. Yet, 2 out of 5 Americans over 45 do not have a will, writes Heather Belli of Willow Creek Wealth Management.
Wealth Matters: How to discover if you have enough saved to retire
Here are several factors you should consider to reach adequate retirement savings by age 65, writes columnist Dave Homan of Willow Creek Wealth Management.
Wealth Matters: Good news for philanthropic IRA owners
Over age 70? A qualified charitable donation (QCD) from your individual retirement account (IRA) this year could lower your tax bill, writes Jason Gittins of Willow Creek Wealth Management.
Wealth Matters: Pass that torch for your business. Don’t die with it
While some can’t wait to retire to start doing all those things they've been postponing, others will "die with their boots on" without plans for their businesses' future, writes columnist Bruce Dzieza of Willow Creek Wealth Management.
Wealth Matters: About that friend making a stock market killing
This is what makes the stock market so beguiling: the potential for somebody without skill or knowledge to make a lot of money. Columnist David Lawrence of Willow Creek Wealth Management shows you what’s really going on.
Wealth Matters: Check your financial first-aid kit
Emergency-planning usually includes food, water, supplies and plans for what you and your family will do. Often overlooked, however, is your financial first-aid kit, writes columnist Heather Belli of Willow Creek Wealth Management.
Wealth Matters: Are emotions sabotaging your investments?
“A fear of losing too much too soon can make one jump out of the market too early,” writes columnist Jason Gittins of Willow Creek Wealth Management.
Wealth Matters: Fear running out of money in retirement? Consider this.
Reverse mortgages, under specific circumstances, may help you plan for retirement. Here are the pros and cons, writes Heather Belli of Willow Creek Wealth Management.
Wealth Matters: Still buying diapers? Don’t forget about college
The earlier you begin to save for college, the longer you can save and benefit from tax advantages.
Wealth Matters: Who’s minding your finances?
Nonfiduciary investment advice costs American investors 1 percent of their return annually, writes columnist Dave Homan.
Wealth Matters: Is now a good time to get into the market?
Now is a good time to get into the markets, if you are investing for the long term, writes columnist David Lawrence of Willow Creek Wealth Management.
Wealth Matters: 6 year-end steps to lower your taxes
Take action with these six tax-smart strategies you can implement now that will reduce your tax bill come April, writes columnist Bruce Dzieza, CFP.
Wealth Matters: 3 ways HSAs help you save for retirement
Many people don't realize that a health savings account, or HSA, can be a powerful retirement savings vehicle.
Wealth Matters: 10 commandments of retirement planning
These 10 basic steps are for anyone preparing for retirement.