Author Archives: Ben Birken

About Ben Birken

Follow me on Twitter: @WFA_Ben

Wednesday Morning, 3 AM: Estate Planning for the Little Things

A couple of nights before my kids and I left on a recent family visit to California, I woke up at 3 AM from a nightmare that involved a plane crash and thought, “If that plane goes down, my wife … Continue reading

Posted in Estate Planning | Tagged

Internet, Email and Phone Outage

Woodward Financial Advisors is currently experiencing an internet outage, which is impacting our ability to send and receive emails or make and receive phone calls. This outage appears to be impacting a significant portion of the NC Triangle area. As … Continue reading

Posted in Firm News

Woodward Financial Advisors to Teach Retirement Planning Class: May, 2017

For the past few years, we’ve been teaching a retirement planning course on the UNC-Chapel hill campus. Several clients and blog readers are graduates of this course, and reviews have been consistently positive. Our next course offering will be in May, … Continue reading

Posted in Classes, Retirement Planning

Farewell Fiduciary?

(photo source: http://gurpshexagono.blogspot.com/2012/02/uma-nova-novidade.html) On Friday, February 3, the Wall Street Journal reported that the new administration would likely sign an executive order that would delay or rescind the pending Department of Labor rule that says that anyone who provides advice … Continue reading

Posted in Financial Planning, Firm News, Retirement Planning | Tagged , ,