Women in Investing: How to Take Charge of Your Financial Future
Any one of our advisors could walk you through the technical steps involved in developing, implementing, monitoring, and adjusting a financial plan. What I would like to do is share with you the financial planning process through the eyes of the client – me.Any one of...
The start of a new year is the perfect time to review and assess your financial well-being. Taking the time to evaluate how…
Financial planning can take a backseat, especially when things seem to be going well! However, as you progress in your…
Financial planning can take a backseat, especially when things seem to be going well! However, as you progress in your…
With student loan debt looming over your head and a new paycheck that doesn’t seem like enough after Uncle Sam takes his…
Med school is expensive and student loans are a fact of life for many professionals in healthcare, such as doctors,…
Despite the stereotypical image of an investor as a man, women have been significantly involved since the dawn of the stock…
The start of a new year is the perfect time to review and assess your financial well-being. Taking the time to evaluate how…
Rising costs and high inflation are changing how much we pay for things. Federal organizations such as the Internal Revenue…
The leaves are changing colors and the evenings are cooling off as we approach the end of the year. These last few months…
Types of Financial Advisors In this current series we have been sharing the traditional and modern approach to wealth management, and how those approaches are met through two different types of financial advisors: the financial planner and the wealth manager. These...
Any one of our advisors could walk you through the steps involved in developing, implementing, monitoring, and adjusting a financial plan. What I would like to do is share with you the financial planning process through the eyes of the client – me.Why a Financial Plan...
Setting Your Goals & Meeting Them Webster defines the term Goal as “the end toward which effort is directed.” That definition packs a lot of possibilities into a few words. With that in mind, let’s deconstruct that definition, word by word, and apply those words...
Two of the most common terms you hear are Private Wealth Manager and Financial Planner. Both are considered financial advisors in the broader sense – with similarities and differences. Financial Planner A Financial Planner is someone who assists with lifestyle...
Often times when discussing estate planning with clients, the initial response we get is “I’m not in the uber-wealthy category, why should I worry about an estate plan?” Well, the reality is that estate planning can be beneficial to anyone, regardless if you’re in...
Transferring Wealth through Estate Planning Generational Wealth transfer is the process of passing wealth from someone who has died to their beneficiaries. Estate planning, at its core, is simply providing a roadmap directing where you want your things to go and...
The timing of Social Security benefits is one of the most frequent questions we get from pre-retirees. The time at which you choose to draw benefits can impact your financial plan throughout retirement. For some, it is a great safety net for fixed expenses while for...
In this third video in our series of commonly asked questions we receive, William M. Coxe Jr., Private Client Advisor, discusses the importance of goals in the Financial Planning process. He touches on the wide spectrum of goals and objectives for different...
In this second in our series of commonly asked questions we receive, Brian L. Disher, CERTIFIED FINANCIAL PLANNER and Director of Wealth Management, discusses more details of the Financial Planning process. It all begins with a conversation to understand your goals...
Understanding and applying the principles of effective goal setting has never been more important than in today’s world of financial planning. We can get caught up in media frenzy and become confused when we hear words like Bitcoin and GameStop. Goal setting has a...
What is Financial Planning? When should you approach Wealth Planning? How can Greenwood Capital help? Senior Private Client Advisor Melissa Bane answers these questions as she discusses the differences between Financial Planning and Wealth Planning. This video...
In an effort to do our part to make 2021 better than 2020, the Greenwood Capital Wealth Team has put together a few tips that can help you put your best foot forward in this New Year. We find that preparing for tax season is a good time to consider your financial...
“Charitable giving" is a broad term that covers many things, such as volunteering your time, giving blood, or writing a check to your favorite charity. This article will focus on two lesser-known charitable giving opportunities: appreciated asset donation and...
It seemed summer would never end, yet here we are close to ringing in another new year! Soon our attention will turn to holiday plans, perhaps some travel, and if we are fortunate enough, family gatherings. Before we get too involved with menus, shopping lists, and...
As we enter the summer months, our thoughts often gravitate toward vacation plans. After months of cold dreary weather and being trapped indoors, nothing lifts our spirits more than planning and preparing for vacation. For some, the perfect vacation means relaxing on...
