Retirement. Now What

Retirement is something that most people look forward to in their working lives: no deadlines, no dressing to company standards, and no handling endless paperwork. It is living life more on one’s own terms. But if it is not planned with a degree of care, it can be much less than the dream it was […]

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Camp Fire Giving

In the past week, we have received a number of requests for information about how to provide financial assistance to victims of the Camp Fire in Butte County. We have assembled a list of organizations accepting donations, shown below, which may guide you in that process. As always, we encourage you to use resources such […]

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Estate planning for your digital life

With so much of our financial and personal information now online, estate plans must address the fact that our digital selves will outlast our human selves. Loved ones left with the unpleasant task of navigating and penetrating the digital maze can inherit a complicated puzzle. Your online banking account, email accounts, Facebook page and even […]

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Willow Creek Commentary: Fall-2018

DIVERSIFICATION – WHERE’S THE BENEFIT As the financial media shouts, “Stocks soar to new highs,” and promotes the strong performance of the S&P 500 or the Dow Jones Index, investors may be asking “Where are my investment returns?” So far, 2018 has proven to be a year when all asset classes other than US Large […]

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Estate-planning documentation helps avoid gut-wrenching family fights over wills

The recent passing of the “Queen of Soul” arrived with some surprising news. With an estimated $80 million estate, Aretha Franklin died without a will or a trust. Rock and roll star Prince left his heirs in the same lurch a few years ago. Other celebrities who died without a will (intestate) include: singer-songwriter-congressman Sonny […]

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How To Get The Most Out Of Social Security

Social Security is a significant source of income for many of us these days. Given the added annual cost-of-living increase (COLA), it has become a keystone to a successful retirement. Because many people are not aware of some of the lesser-known nuances of this benefit,  here are some tips to help you get the most […]

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Discover if You Have Enough Saved to Retire

Will you be able to maintain your lifestyle after retiring? According to research, significant numbers of working families are “at risk” of failing to maintain their standard of living once they stop working. Decades ago, most employees put in the required years of service to achieve their desired income goal and collect a check in […]

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Timothy Admire named partner at Willow Creek Wealth Management

Timothy Admire, Operations Manager at Willow Creek Wealth Management, has become a partner in the firm. Admire joined Willow Creek in 2014 and has 12 years of experience in investment and portfolio management, trading, trust management, regulatory compliance, and technology/systems operations. Admire has a bachelor’s degree in economics with a minor in managerial economics from […]

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Willow Creek Commentary: Summer-2018

TAX DEDUCTIONS AND CHARITABLE IMPACT The Tax Cuts and Jobs Act enacted in late 2017 is more than 500 pages long with detailed changes affecting many areas of the tax code.   Aside from the reduction in federal tax rates, most taxpayers will be impacted by the higher standard deduction and changes in itemizing deductions. Here’s […]

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Good News for Philanthropic IRA owners

If you’re over age 70 1/2 and are looking to reduce your taxes while making charitable contributions, you should consider taking advantage of a Qualified Charitable Donation (QCD) from your Individual Retirement Account (IRA) this year. The IRS ruled that charitable donations after age 70 1/2 made from your IRA accounts will be exempt from […]

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