Advice for 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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When unexpected things happen to your business: Continuity planning for the coronavirus era

A crisis doesn’t always have negative connotations. It comes from the Greek word krisis, which means “decisive moment.” We are all painfully aware of the dark sides of the COVID-19 pandemic, but there have been positives for many of us too. The disruptive nature of the experience has caused us to reflect and reevaluate what […]

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New Rules: How the SECURE and CARES Acts Change Your Retirement

The devastation caused by COVID-19 has overshadowed two important pieces of legislation that can affect your retirement. Here is a “cheat sheet” so that you can understand the key points that may relate to your situation. As is often the case with congressional law, the details can be complicated, so you should consult a professional […]

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Coronavirus Aid for Small Businesses

As of this writing, it is evident that banks and the SBA have been overwhelmed by the number of applications and the need for clarity on the CARES act emergency loan programs. While we cannot speak on how difficult the process may be, below is a summary of the programs that have been made available. […]

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