As we step into 2024, we at Willow Creek Wealth Management are filled with gratitude, pride, and excitement as we reach our 40th anniversary milestone.

Willow Creek Wealth Management, based in Sebastopol, CA, announced today that as of January 1, 2024, Director of Operations, Beverly Hanson, and Client Service Associate, Nancy Spallino, are now partners and shareholders at the firm.

Looking for wire instructions for use when sending money to your Charles Schwab or BNY Mellon | Pershing account? You've come to the right place!

Your online credentials are the gateway to your financial security. Learn how you can fortify your defenses against cyber threats.

Device security is a fundamental aspect of protecting your financial well-being in the digital age.

Learn how to protect yourself from phishing attempts, spoofed emails, and more as we cover the critical topic of email security. 

Over the past 18 months or so, we have seen an extraordinary increase in interest rate earnings from all types of fixed income products. 

For most of us, our lives generally follow a predictable path. If we are lucky, we enjoy good health as we age, and those years can be truly wonderful. However, there may come a time when illness or injury disrupts this trajectory. While some may experience only a brief setback, others may endure the lingering effects for years.