The Woven Blog

Legacy Planning – Conversations You Should Be Having With Your Family Members this Holiday Season

Chestnuts roasting by the open fire, endless sweet treats, and peppermint hot chocolate during a snowy evening set the scene...
Popular Reads

The British Are Leaving! The British Are Leaving!

In light of the recent news about the citizens of Great Britain voting to leave the European Union (popularly known...

What is a 401k?

A 401k is a retirement plan that is offered to you by your employer. A 401k is the most common...

I Am A Member of NAPFA!

When I entered the field of financial planning in 2008, I learned about an organization called the National Association of...

What is a 403B?

A 403B plan provides a financial retirement option for public school employees, tax-exempt organization staff and ministers. Each retirement account...

What you Should Know About a Self-directed IRA

For many people, retirement planning is done out of a sense of obligation to maintain your current standard of living...
Business Owner

How to Invest for Retirement Wisely

Everyone wants a comfortable retirement, but it takes a strong savings habit and a smart investing strategy to reach retirement...
SEP IRA

A SEP IRA Is An Easy Retirement Plan for Small Business Owners

What is a SEP IRA? With many individual retirement account options, it’s hard to choose the vehicle that will help...

5 Tips to Grow Your Retirement Balance Faster

When it comes to saving for retirement, it seems that every generation has their fair share of trouble. Whether you’re...