Investing to Create the World You Want to See

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 […]

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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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Separating Market Volatility from the Healthcare Crisis

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 […]

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3 Ways Health Savings Accounts Help You Plan 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 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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How to Navigate the New Health Insurance Environment

The most far-reaching provisions of the Patient Protection and Affordable Care Act–sometimes known as “Obamacare”–will debut on October 1 of this year, when the new health insurance marketplaces (aka “exchanges”) will open for enrollment. The coverage on these plans will start as soon as January 1, 2014, at which time just about everybody (with some […]

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