Adulting 101: A Millennial’s Journey to Estate Planning
A Millennial’s Journey to Estate Planning May 1, 2024 I’m 28, I was a typical millennial–active, health-conscious, happily raising my beautiful little boy with my husband, and enjoying a successful career. I did CrossFit multiple times a week and had just completed a half marathon. I’d never been a smoker, had no family history of […]
Improving Your Financial Wellness During the Divorce Process
Improving Your Financial Wellness During the Divorce Process May 1, 2024 Navigating through a divorce is not just emotionally challenging but can also be a profound wake-up call in terms of financial management. If you haven’t been actively involved in handling finances before, now is the time to seize control and get organized. Here are […]
What To Know About Wills and Legacy Planning
What To Know About Wills and Legacy Planning April 17, 2024 Legacy Planning and talking to your loved ones about the potential of losing you is never easy! Legacy planning is an integral part of risk management. Risk includes the possibility of loss that can affect personal property, financial legacy, and your dependents. You can […]
The Crucial Step You Don’t Want to Skip Over When You’re Trying to Improve Your Finances
The Crucial Step You Don’t Want to Skip Over When You’re Trying to Improve Your Finances April 3, 2024 Change is not easy, especially when trying to change something about ourselves. And truthfully, most of us don’t try to improve ourselves or our finances out of the blue. There’s usually a specific reason, an event, […]
How to have “the talk” with your partner
How to have “the talk” with your partner March 20, 2024 Talking about finances can make us feel vulnerable or uncomfortable. And it can be even harder to broach the subject with your closest confidant. But even though money conversations can be hard to bring up, they are instrumental in any relationship that goes the […]
Should I Freeze My Eggs?
Should I Freeze My Eggs? March 6, 2024 Freezing your eggs is an extremely practical approach for a lot of individuals who want to have kids later in life. It has grown increasingly popular in the last few years. However, the process can be intensive and quite expensive. You should be keeping some of the […]
Keeping the House
Keeping the House February 20, 2024 Should I keep my house in the divorce? As you can imagine, the answer to this question is pretty complicated. As you make this crucial decision, there are several factors to consider in both the financial and the emotional realms: How much Is it worth? It’s often the largest […]
Legacy Planning For a Terminal Illness
Legacy Planning For a Terminal Illness February 7, 2024 Legacy planning and talking to your loved ones about the potential of losing you is never easy, especially if you’re struggling with your health or have been recently diagnosed with a terminal illness. But from a practical standpoint, it’s important as an integral part of risk […]
Budgeting for Fertility
Budgeting For Fertility January 24, 2024 For many, starting a family is a lifelong dream. Yet, for some, it’s not as straightforward, especially financially. Fertility treatments, often essential, come with hefty costs and inconsistent insurance coverage. That’s where a compassionate financial advisor, experienced in navigating these challenges, can make a difference. At Willow, we’re committed […]
All about HSAs
All about HSAs January 10, 2024 If you receive health insurance through your employer you may have heard of a health savings account (HSA). HSAs are financial accounts, not insurance products. Participants enrolled in a qualified High Deductible Health Plan (qHDHP) can open and contribute to an HSA. Employers may provide matching contributions to […]