Are you looking for a stronger, more purpose-driven connection with your investments? In today’s climate, everyone is looking to contribute to the solutions needed to make our society work better for more people and the planet. In the past, we relied on public policy or philanthropy to enact these solutions. These are still useful tools, but […]
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 […]
The stock markets have been a rough ride this year. Once again, pundits and people on the street have wondered if it is “different” this time. In reality, everyone is right. Each of us experiences a crisis from a uniquely personal perspective. But, in terms of your investments or retirement account, it helps to remember […]
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 and offers a triple tax benefit: The money you contribute reduces your taxable income. Money within an HSA grows tax-deferred. Withdrawals are tax-free as long as […]
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