Blog
Wealth Series-Protect
Hi, this is Mark Woodward your straight-shooting advisor. In this edition of the KANA Private Wealth Group Wealth series we are going to discuss how to protect wealth. When we speak of wealth we are generally speaking of assets, or...
Read MoreWealth Series-Building Wealth
Building Wealth Start with a basic budget, understand where your income comes from and how much you make and where you are spending money. It is hard to build wealth if you spend more money than you make. If you need help getting...
Read MoreTop 6 things to focus on if you recently lost your job!
By: Mark H Woodward It is an unfortunate truth that many have had their jobs eliminated as a direct result of COVID-19 and are now faced with making decisions that will have a big impact on their financial futures. Here is a list of...
Read MoreHow Your Health Affects Your Wealth
By: Sara Young Mark Woodward While healthcare costs in retirement are not at the forefront of most younger people’s minds, they should be—the numbers can take you by surprise. Some of the core expenses you may not know are:...
Read More9 Facts about Social Security
Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how...
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