Woodford Financial PLLC

05/29/2026

A good professional provides important guidance and insight through the years. Explore what that means in this helpful piece.

A good professional provides important guidance and insight through the years.

05/27/2026

Your insurance needs don’t stay the same when the nest empties, but what changes?

Do your insurance needs stay the same when the nest empties?

05/26/2026

Did you know your Social Security benefits are based on your highest 35 years of earnings? That means increasing your income in your remaining working years can help replace lower-earning years and boost your future benefits.

Learn how to plan for inflation, make up for lost time and adjust retirement savings goals as you approach the next chapter.

05/22/2026

What rate of return would it take to hit your savings goal? Enter your target and timeline, and this calculator will tell you what you'd need to earn.

Work backwards from your savings goal to find the rate of return you'd need to get there.

05/20/2026

A million dollars is a common milestone—but what does it actually take to get there? Enter your numbers and see how contributions and time work together.

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

05/19/2026

Have you heard of the "Saver's Credit?" If you meet certain criteria, you could be eligible for up to a \$2,000 tax credit.

05/15/2026

Year-end is the perfect time to check in on your retirement strategy. Are your investments, taxes, and goals aligned for the next chapter?

Strategic year-end moves to help you prepare your finances and set goals for a successful transition to retirement.

05/13/2026

The market is as unpredictable as the weather. We’re here to help you prepare.

This short video helps explain why markets can be as unpredictable as the weather.

05/12/2026

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

05/11/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.

05/08/2026

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?

Is your estate in order? This short quiz may help you assess your overall strategy.