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Services
The Woven Road Map
Personal CFO
Investment Management
Blog
Contact
Client Portal
Schedule a Meeting
The Woven Blog
December 15, 2025
Year-End Financial Housekeeping: A Tech Professional’s Checklist for 2025 Wrap-Up
For most tech professionals, December isn’t a slowdown; it’s a sprint to wrap outstanding items, finalize reviews, and close out...
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When it comes to saving for retirement, it seems that every generation has their fair share of trouble. Whether you’re...
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...
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...
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...
Mutual Fund vs. Exchange Traded Fund (ETF): What’s the Difference?
Mutual funds have long been a popular way to invest as they allow investors access to a wide range of...
Managing Your Personal Finances with a Side Business
There are a lot of perks to running a side business. Earning extra income can make you less dependent on...
New Year’s Resolutions for Small Business Owners
As a business owner, you’ve probably got a number of important goals that you would like to accomplish. And while...
Getting Started with Side Business Taxes
Running your own gig on the side has a lot of advantages. There’s the ability to build something meaningful of...
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