Category Archives: Retirement Planning

Buyer’s Remorse – Financial Products Edition

We’ve all had that feeling after a relatively large purchase decision that maybe we should never have bought the product in the first place, right? Maybe we feel that it was pushed upon us, or that it’s overly complicated, or … Continue reading

Posted in Taxes, Financial Planning, Investing, Retirement Planning

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: 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 , ,

What Can Hurricane Joaquin Teach Us About Retirement Planning?

You’ve undoubtedly been hit over the head by Hurricane Joaquin coverage the last couple days, with more reporting sure to come over the next week.  If you weren’t familiar with the “cone of uncertainty” before, you most assuredly will be … Continue reading

Posted in Current Events, Financial Planning, Retirement Planning