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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Business Succession Planning

Don’t die before you pass your business’ torch. Here is how to plan the handoff. As baby boomers enter retirement years in droves, the question of who will succeed them in their businesses is an ongoing issue. While some can’t wait to leave their careers to start doing all those things they have been postponing […]

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Brain-Building Meditation

When most people think of the benefits of meditation, they get a vague image of peacefulness and tranquility, a quality of “mindfulness” that contrasts nicely with the distractions and hubub of our modern age.  You might be surprised to find that scientists are finding more tangible benefits to a meditation habit. In one study conducted […]

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A few words on the market volatility

We are sure you have already heard all about the “largest single-day point decline” for the Dow on Monday: down 1,175 points (or -4.6%). The dramatic headlines are all focusing on the “tremendous sell-off on Wall Street”, and market commentators are already taking credit for knowing that this was bound to happen because interest rates […]

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Creative Giving: Philanthropy with pizazz

Giving to a charity is easy, right? Write a check, send it off to your favorite 501(c)(3) organization, and get a full deduction for the amount on your tax return, up to 50% of your adjusted gross income. Though this is correct, there are more advantageous and rewarding ways to help the causes closest to […]

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