Sustainable Living: Our Food System and Charitable Giving

How can our food system promote health and build community? And how does your charitable giving plan reflect your values? Join us for a conversation with Rawson Gulick, CFP® CAIA, Willow Creek Wealth Advisor, and Cathryn Couch, Founder and CEO of Ceres Community Project, as they examine the importance of a truly sustainable food system […]

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Still Buying Diapers? Don’t Forget About College

As college tuition soars, saving early for education is one of the best decisions parents and grandparents can make. If your children or grandchildren plan to attend college, a 529 savings plan is a great way to save. The earlier you begin, the longer you can save, and the more your money can benefit from […]

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Fight Climate Change at Home, at Work, and With Your Money

We invite you to join us for the first in our new series on climate and sustainability issues.   Our inaugural guest will be Climate Center CEO Ellie Cohen. She will be joined in conversation by Willow Creek Advisor Rawson Gulick. Together, they will explore the science behind greenhouse gas emissions and the changes, both […]

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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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Retirement Planning Pitfalls

It is one of the most common questions wealth advisors get from clients – when can I afford to retire? But planning for retirement can be a bit more complicated than just a savings and spending plan. Here are five pitfalls to avoid as you approach retirement. Pitfall #1: Thinking you can work forever (to […]

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Lessons from Women’s Suffrage

As we celebrated the 100th anniversary of the passage of the Nineteenth Amendment last month and mourned the passing of Supreme Court Justice Ruth Bader Ginsburg last week, I have been reflecting on women’s rights and how they relate to money and investing. In my role as Senior Wealth Advisor at Willow Creek, I have had […]

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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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Let’s Keep the Music Going!

Supporting music and music education in Sonoma County have long been priorities for all of us at Willow Creek, and now more than ever, music and art are crucial to our emotional well-being. We are so proud to support Santa Rosa Symphony’s It’s Elementary program, which provides music education for thousands of Sonoma County students […]

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Market Commentary: Summer 2017 – HSA as a Retirement Tool

HEALTH SAVINGS ACCOUNT FOR RETIREMENT Many people don’t realize that a health savings account, or HSA, can be a powerful retirement savings vehicle. The reason is, from a tax perspective, the HSA is unique in that it offers a triple tax benefit: 1. The money you contribute reduces your taxable income 2. Money within an […]

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Finally, some good news on college financing

For those of you fretting about sending Junior off to college with fears that you don’t have the income or the savings to pay for college, here is some good news for you. Over the last five years the increase in the cost of college has slowed (when compared to the two previous five year […]

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