At Wootton Financial Group, we often remind clients: retirement planning isn’t just about money—it’s about preparing for the next stage of life with confidence. Whether you’re an employee, business owner, or self-employed, retirement planning provides clarity, and direction for your future.
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Estate planning in 2025 isn’t just for the wealthy. Learn key steps, documents, and strategies for families with Wootton Financial Group’s fiduciary guidance.
Estate Planning for Families in 2025: Key Steps Read More »
Choosing the right financial advisor is one of the most important financial decisions you’ll ever make.
How to Choose a Financial Advisor in 2025 Read More »
Losing a job is tough, but your retirement doesn’t have to suffer. Learn key 2025 strategies to protect savings, benefits, and financial goals after a layoff.
Retirement Planning After Job Loss in 2025 Read More »
Avoid these 9 common retirement planning mistakes in 2025.
9 Retirement Planning Mistakes to Avoid in 2025 Read More »
Financial planning can feel overwhelming. There are budgets to manage, debts to pay off, retirement savings to grow, and tax laws that always seem to change. But here’s the good news: with the right financial planning strategies, you can move from uncertainty to CLEAR Direction.
A Step-by-Step Guide to Financial Planning Strategies 2025 Read More »
Why an Income Analysis is a Critical Part of Your Retirement Plan Part 2 In the first article of our series “Why an Income Analysis is a Critical Part of Your Retirement Plan”, we detailed several factors that need to be taken into consideration when developing your retirement income plan, including: Rising healthcare costs In
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Why You Need a Retirement Income Analysis Part 1 When your parents retired, they probably counted on substantial outside income to fund their golden years, including Social Se-curity benefits and a corporate pension plan that also may have provided health benefits to retirees. While Social Security remains a crucial part of a retirement plan, pensions
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Clear Direction for Your Retirement: A Puzzling Retirement I read a tragic article this week about a woman in Oregon who had died homeless. As tragic as her death and plight was, what was more tragic was that the State had been looking for her for over a year to inform her that her mother
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Clear Direction for Your Retirement:The Biggest Retiree Concern For those of us who were hoping to leave 2021 and its challenges behind us after the first of January, I suppose the universe had other things in mind. 2022 has started with some unique curveballs of its own has it not? Emotions are high to say
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