Category Archives: Uncategorized

Medicare’s IRMAA

It’s that time of year! The Medicare enrollment period recently began on October 15th and will stay open until December 7th. While the baseline premiums for Medicare Part B aren’t expected to change for 2018, there will be some changes … Continue reading

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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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A Day in the Life – Part 2

I previously shared an eye into a “typical” day in the life of a Senior Financial Planner at Woodward Financial Advisors in Part 1.  Since it was so well received and no day is actually “typical,” here is another sampling. … Continue reading

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Portfolio Lifeboat Drill

Ahoy there!  Most of us are familiar with a lifeboat or “muster” drill.  It’s an exercise that is conducted by the crew of a ship prior to embarking on a voyage.  The purpose of the drill is to prepare passengers … Continue reading

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