Wealth Advisor Teresa Mitchell’s 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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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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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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Willow Creek Commentary: Summer-2017

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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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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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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