Although we have been working with those who receive and leave inheritances for as long as we have been in business, we found that having a sister company of Woodfield Inheritance Advisors will allow us to better make those people aware of the help they can get. We help with: Inherited IRA accounts Inherited real […]
Always striving to give back, our founder Jim Dobbs, has been instrumental in helping those who need it the most. For many years, it was building wells to provide clean water. Something we all take for granted here in the U.S. but is not the norm in many other parts of the world. Most recently, […]
It’s a routine visit – your blood pressure, height/weight, and general health questions. Doctor comes in and spends a minute going over things. You mention a strange pain in your side. He tells you to eat healthier and exercise to lose a few pounds. You leave with a prescription for pain relief and cholesterol. So […]
Panic, worry, and confusion are what someone with $3,000,000 feels when they know they need $6,000,000 for a comfortable retirement. Gary has been in Real Estate since he was 25. Throughout the years his work evolved until he owned his own company. It’s taken him 30 years of hard work, blood, sweat and beers (not […]
Have you ever walked out of a dealership still wondering if you’d gotten the best deal? The questions linger: Could you have gotten another thousand dollars off? Was your trade-in value reasonable? Was that one fee really “required by law”? The questions linger, “What if…” You’re not alone, many of us have been in the same […]
The goods we use every day become more expensive as time goes on. While you could have bought 100 gumballs in the 1950’s with one dollar, today you’d be lucky to buy 4 gumballs with that same dollar. A few less gumballs when you retire? No big deal. However, what you can expect to pay […]
Today’s investment landscape has so many choices. There are over 10,000 Mutual funds worldwide – more than enough to make your head spin. So how do you make an informed decision? The below three items were taken into account for how we invest for our clients, and believe it or not – our own accounts. […]
In our last article, “How do We Invest for Clients?“, we discussed three key items that we take into account when reducing risk in our clients’ accounts. What are the technical details that accomplish the below? Diversification Asset Allocation Money Managers We work with Russell Investments to address these key issues. Below is how Russell really knocks […]
You wouldn’t drink water that’s clear as mud – help us give the Haitian people the same opportunity! Jim, the president of Woodfield Financial Advisors matches $1 for $1 to any donations. Each clean water well currently costs $6,750 and the goal is 10 wells for this next year! 24 wells have already been completed […]
If Bob (35) and Patty (35) retire in 30 years with $1,000,000 in investments, they will be struggling. That wasn’t a typo – they will have a difficult retirement worrying how to make ends meet. The media touts headlines made to garner page views: “Fool proof ways to Retire With a Million Dollars” “4 Simple […]