Woodford Financial PLLC

10/09/2026

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, more students are considering alternatives to traditional four-year colleges.

10/09/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

10/07/2026

Building guardrails around your giving can help provide the flexibility to live generously without derailing your retirement goals.

Learn how to set guardrails around gifting and spending so generosity strengthens your family, not your retirement risk.

10/06/2026

Your peak earning years are a powerful time to build wealth, but it takes more than income. Strategic year-end planning can help you grow with confidence.

Use these year-end financial strategies to help reduce taxes, protect assets, and move into the new year with momentum.

10/02/2026

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.

09/30/2026

Second homes have unique risks and insuring them is different than a primary home.

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

09/29/2026

FDIC insurance was designed to protect your deposited funds, but do you know how?

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

09/25/2026

Childhood attitudes and habits can determine your child's health in his or her adult years.

Healthy habits are one of the greatest gifts to give your child.

09/23/2026

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

09/22/2026

Congress passed SECURE 2.0, a new set of retirement rules to make saving and accessing funds for retirement easier. Check out the major provisions of the law.

A timeline covering a few of the major provisions of the SECURE Act 2.0.