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    • The Woven Road Map
    • Personal CFO
    • Investment Management
  • Blog
  • Contact
  • Client Portal
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Retirement Planning

Why Timing the Market Can Hurt You, Especially if You Plan On Leaving Work Early

No one can predict the future. While "experts" can share their predictions, timing the market can ultimately be a (costly)...

You’re Retired And Not 65, How Can You Pay For Healthcare?

Retirement doesn’t look the same that it did in years past. The typical picture of working for one company for...

7 Savvy Ways You Can Help Support Your Grandchild’s Education

The cost of obtaining a college education is growing exponentially, putting young graduates further and further in debt.  As tuition...

You’re 5 Years From Retirement, What To Do Now?

Retirement is right around the corner; you can almost see it. With only a few years left, do you have...

What About My 401(k)? Retirement Planning for Newbies

Working in the tech industry comes with a lot of perks and benefits, but none are quite as ubiquitous and...

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...

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...

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...
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