Category Archives: Firm News

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

Farewell Fiduciary?

(photo source: 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 , ,

A Speech to the Graduating Kindergarten Class of 2015

My daughter graduated from kindergarten back in June. While there weren’t any caps, gowns, valedictorians or diplomas, the ceremony did have about 100 singing children, lots of beaming parents and grandparents, and plenty of chocolate cake. Having attended my fair … Continue reading

Posted in Firm News

Retirement Planning Today Class Taught by Woodward Financial Advisors – March/April, 2015

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

Posted in Classes, Firm News, Retirement Planning