2021 Financial To-Do List

Happy New Year! Now that 2020 is a wrap, let’s capitalize on the New Year momentum and build a plan for tackling those financial to-dos that keep getting put off. Taking on an entire year at once can seem daunting, so I like to focus on the first half of the year, January through June. […]

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Safeguarding Your Wealth Portfolio

We are so proud that Willow Creek Wealth Advisor Rawson Gulick was included in North Bay Business Journal’s 26 views on how to safeguard your wealth portfolio amid coronavirus, economic turmoil. Thank you, North Bay Business Journal, for putting together this wonderful resource filled with great advice for navigating these chaotic times. Rawson Gulick, CFP® […]

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Tips & Tricks for Successful Video Conferencing

In the past months, the entire world has realized very quickly that remote work and video conferencing is not the future, it is now. The tragic and far-reaching impacts of the COVID-19 pandemic have become all too clear at this point, but there will also be lasting (and positive) impacts to the ways in which […]

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