Originally published June 19, 2020 To remain silent and indifferent is the greatest sin of all. –Elie Wiesel Two years after the end of WWII, my father, a recent Polish immigrant and Holocaust survivor, took a bus trip from New York City to Washington, D.C. to visit his aunt, one of his few remaining family […]
We are so excited to host Sam and Sarah Adams from Vert Asset Management as our guests for next week’s Sustainable Living Webinar! Vert Asset Management is a global sustainable real estate fund, and Sam and Sarah are passionate about environmental sustainability and the possibilities and promise of sustainable investing. Before we tackle the issue […]
Whether or not you suffered losses in the wildfires of the last few years, all of us have been deeply impacted by this tragedy. From housing evacuees, to donating time, money and goods — to raking through the ashes of one’s former home in search of anything to salvage — each of us has experienced […]
You are not alone if you are considering a move to a new state. In 2018 and 2019, the US Census Bureau estimated that 7.6 million Americans, or 1.5% of the population, moved to a new state. That rate has likely accelerated following the Coronavirus pandemic’s effect on work, health, family, and friends, or simply […]
What is the biggest financial risk you face? People often think of their investment portfolio or 401(k), but your biggest asset may be the equity you have in your home. The catastrophic fires and devastating losses the past few years have refocused homeowners on insurance. Through my personal experience of losing my home in the […]
A common financial planning hot-button issue is worry over the cost of health care on a fixed income in retirement. While we of course cannot predict how much care a retiree will need or their actual life expectancy, health care risks can be mitigated by understanding how Medicare works, maintaining good health, and with informed […]
You’ve saved. You’ve invested. You’ve worked hard. But somehow, you fear there won’t be quite enough income to live on comfortably when you retire. What else can you do? Though we would only recommend this option under very specific circumstances, a reverse mortgage is a planning tool that can enable you to borrow against your […]
No one can fully prepare for the death of a spouse, close family member, or dear friend. But the less we know and the less we are prepared, the more complicated dealing with financial issues that arise after a death can become. This is a subject no one wants to read about. So do me […]
In many ways, I was blessed with parents who aged well. My father passed away recently, but they both celebrated their 90th birthdays last year and lived active and independent lives. But the time of real cognitive and physical decline did finally befall them. My father had been in a bad accident and spent over […]
Everybody should have a power of attorney—that is, a legal document that gives a designated individual the right to act on their behalf when making financial decisions. The power of attorney is most often used by adult children to make decisions on behalf of aging parents when they are no longer capable of making sound […]
707-829-1146 (Sebastopol)
415-925-1388 (Marin)
800-696-8096 (Toll Free)
info@willowcreekwealth.com
Sebastopol [8-5 M-Th, 8-4 F]
825 Gravenstein Hwy N., Suite #5
Sebastopol, CA 95472
© 2021 Willow Creek Wealth Management • All Rights Reserved • Legal