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  • Blog, Your Life, Your Money

The Financial Tasks Women May Be Forgetting: Your Annual Financial Checklist

You schedule your annual appointments. You renew your insurance. You somehow remember when everyone in your family needs to be somewhere. But when was the last time you have your financial life that same kind of check-in? For many women, money is just one of the many things competing for our attention. We’re managing careers, […]

  • Blog

Before College Starts: 7 Money Conversations to Have With Your New Grad

Sending a child to college comes with a long list of things to figure out. Housing.…

  • Blog, Retirement, Your Money

Why Women Need a Different Retirement Strategy

When it comes to retirement planning, women often receive the same advice: save early, invest consistently,…

  • Blog, Your Life

Digital Security and Your Finance: 5 Ways to Protect Your Money Online

As more of our financial lives move online, digital security has become an essential part of…

  • Your Life

How to Afford a Wedding Without Sacrificing Your Financial Future

Weddings are emotional. They’re exciting and they’re often one of the biggest expenses many couples face!…

  • Blog

Mid-Year Money Check In: How Are We Really Doing?

Somehow it is already June. Which also means this is probably the perfect time to pause…

  • Blog

529 Day: What Is a 529 Plan and Why Are People Talking About It?

Every year on May 29th, you may suddenly see people talking about “529 plans” all over…

  • Blog

National College Savings Prep Month: Where Do You Even Start?

If saving for college feels overwhelming, you are not alone. Between rising tuition costs, everyday expenses,…

  • Blog

529 Plans and Trump Accounts: What Parents Should Know Right Now

As published on HerMoney.com on May 12, 2026. As you think about saving for your child’s…

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Why Estate Planning Matters

Estate planning is one of those things people love to put in the “later” category. Later,…

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April 7, 2026

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April 2, 2026

Future You Will Thank You: 7 Money Moves You Can Do Right Now

March 31, 2026

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Advisory services offered through Willow Partner Advisors, LLC, an SEC-registered investment adviser. The opinions expressed and material provided are for general informational purposes only and should not be considered a solicitation to buy or sell any security. The information provided is not intended as tax or legal advice. Please consult your tax advisor or attorney regarding your specific situation. Past performance is not a guarantee of future results.

Willow maintains a network of independent financial advisors for referral purposes. Willow does not endorse, guarantee, or warrant the services of any advisor in its referral network and makes no representation regarding the results or success of engaging any advisor. Any decision to contact or retain an advisor is solely at your discretion and risk. Any advisory services provided are the sole responsibility of the advisor you select and are governed by your agreement with that advisor.

Each matched Adviser has entered into an agreement with Willow under which the Adviser pays Willow a combination of fees.  The fees paid by the Advisers to Willow are paid irrespective of whether you become a client of an Adviser and are not passed along to you. However, the presence of these arrangements may affect an Adviser’s willingness to negotiate below their standard investment advisory fees, and therefore may affect the overall fees paid by clients introduced by Willow through the Willow platform. Please ask your Adviser for more information about their fees. 

Willow provides a matching service based on a computer algorithm to match the data you provide Willow to an Advisor. Willow only matches clients to Advisors that have taken and passed our certification courses and signed up for our matching service platform.

The Advisors we refer, have all paid Willow for both the courses and the matching service platform. Advisers provide cash compensation to Willow of up to $5,200 per year in connection with client referral services, and up to $800 per year in connection with participation in Willow’s certificate program. Such compensation arrangements may be subject to discounts.

The CERTIFIED FINANCIAL PLANNER™ (CFP®) certification is a professional certification granted in the United States by the Certified Financial Planner Board of Standards, Inc. (‘CFP Board’). The CFP® certification is awarded to individuals—not firms—who successfully complete the CFP Board’s initial and ongoing certification requirements. CFP® professionals must meet education, examination, experience, and ethics standards and are required to comply with the CFP Board’s Code of Ethics and Standards of Conduct.

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