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About
Services
The Woven Road Map
Personal CFO
Investment Management
Blog
Contact
Client Portal
Schedule a Meeting
Retirement
How Can Pre-Retirees Proactively Transition to Consulting in the Tech Sector?
If you’re exploring this path, you may want to consider slowly transitioning into consulting while still employed.
Top 10 Reasons to Rollover Your 401k into an IRA
If you have a 401(k), you know how difficult it can be to manage it and keep up with your...
Financial Goals Every 30-Something Should Strive For
This article was written by PJ Wallin of Atlas Financial. PJ and I became friends after meeting at an industry conference...
What’s What in the Alphabet Soup of Retirement Planning
This article is a guest post from Tyler Landes, founder of Tandem Guidance. Tyler and I became friends after meeting...
Teachers and 403Bs
For teachers, retirement setups provide one of the key perks of their job. Knowing how to properly plan for a...
What is a Solo 401k?
A Solo 401(k), (also referred to as a Self Employed 401(k) or Individual 401(k)), is a qualified 401(k) retirement plan...
What is a SIMPLE IRA?
There are many different individual retirement account options, and it’s important to select the retirement vehicle that will maximize your...
What is a SEP IRA
With many individual retirement account options, it’s hard to choose the vehicle that will help you maximize your retirement savings....
What is a 401k?
A 401k is a retirement plan that is offered to you by your employer. A 401k is the most common...
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