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Cash as an Investment Tool in 2020

Blog

Cash as an Investment Tool in 2020

Cash as an Investment Tool in 2020

October 14, 2020

Guest Contributor, Lauren Pearson of Hightower We are so happy to share a blog this month from Lauren Pearson of Hightower Somerset Advisory, a Birmingham-based investment advisory and wealth management firm. In this piece, she shares her thoughts on using cash as an important component of your wealth management strategy, [Read More]

Pre-Election Estate Planning

Pre-Election Estate Planning

September 14, 2020

Planning for the Biggest Wealth Transfer Opportunity in History! The current transfer tax planning environment avails high net worth clients of unprecedented wealth transfer opportunities. However, the outcome of the 2020 federal election could bring significant changes as early as next year it there is a sweeping political power change, [Read More]

The 401(k) Refund Solution

The 401(k) Refund Solution

September 8, 2020

Getting a refund typically means receiving a welcome windfall. Not so when it comes to 401(k) refunds, also known as corrective distributions. Corrective distributions are troublesome for both employers and employees. If it becomes necessary for an employer to issue a 401(k) refund, that means the 401(k) plan has failed [Read More]

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Wood Financial Group, LLC
2003 Cahaba Road, Suite 201
Mountain Brook, AL 35223
 
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