Author Archives: Ben Birken

About Ben Birken

Follow me on Twitter: @WFA_Ben

Happy Father’s Day

  We don’t take Hallmark holidays too seriously in our house. Case in point: my official Father’s Day present this year consisted of a card that my children forgot to sign before they sealed it, which they then promptly lost … Continue reading

Posted in Uncategorized

When is a dollar not a dollar?

Last year, I went to a holiday party where a magician performed tricks for small groups of guests during the cocktail hour. One of his tricks involved taking a crisp dollar bill from me, after I’d written my name on … Continue reading

Posted in Financial Planning | Tagged ,

Trust the Process, Part 2: Portfolio Rebalancing

In October 2017, we shared our process for when a client requests a cash distribution from their accounts. In this second post of the “Trust the Process” series, we’ll talk about the steps and decisions that go into portfolio rebalancing. … Continue reading

Posted in Financial Planning, Investing

Woodward Financial Advisors to Teach Retirement Planning Class: October/November, 2017

Woodward Financial Advisors will once again teach a retirement planning class 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 October/November, 2017. … Continue reading

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