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  • About
  • Services
    • The Woven Road Map
    • Personal CFO
    • Investment Management
  • Blog
  • Contact
  • Client Portal
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The Woven Blog

May 13, 2022

What Are ESPPs and Should You Invest?

If you work at a publicly-traded company, your compensation and benefits offerings may look a little different. Stock options are...
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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...

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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...
Financial Planning for Side Business Owners

The Best Financial Advice for Side Business Owners

Running a side business can be a great tool for gaining financial freedom and career flexibility.   There are over...
Side Business Mistake

4 Mistakes to Avoid in Your Side Business

As a side business owner, there are a lot of amazing moments like earning money for the first time outside...
401k

A Solo 401(k) Could Be A Great Way to Save for Retirement

What is a Solo 401(k)? A Solo 401(k), also known as a Self Employed 401(k) or Individual 401(k), is a...
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