Blog

The Power Behind Your Personal Willowfinch Heat Map

Our Heat Map tool combines your saved properties and your personal needs and goals with millions of area-specific data points like income taxes and health insurance rates to show you personalized projections and easy-to-understand insights for your retirement planning...

READ MORE

How to avoid FOMO in your house search

When you’re looking at purchasing a new home, whether it’s for a job, a big life event like getting married or retiring, a new baby, more (or less) space, or even to finally create a space of your own, it’s a process. And sometimes, the

Getting ready - For first time buyers

Home buying tips if you’re a first time home buyer Buying a house for the first time is a big undertaking. There are so many moving pieces, lots and lots of questions you’ve never had to ask or answer before, and you’re usually pretty busy

Getting ready for the upcoming buying season

Real estate buying season is coming up soon. The housing market takes some thought and preparation to navigate no matter when you’re buying (it’s a big decision, after all), but when buying season hits, you need to be ready to move quickly and find what

Salary, Cost of Living, and Other Things to Consider in a Job Search

The job search and interview process takes a mix of practical and personal considerations and checkboxes, especially when you’re adding a relocation into the mix. Most of all, though, it takes a lot of time. To help with all of that, we’ve pulled together all

3 Ways to Stand Out in the Financial Planning Industry

Financial planning and advising is a big industry where even the most seasoned pros know standing out to bring in great clients can be a never-ending process. So what can a Financial Planner do to set themselves apart and keep clients singing their praises? It

10 Things to Look for When Interviewing Financial Advisors

When you dive into financial planning more deeply and decide to bring in a professional for guidance, it’s time to search for a financial advisor. It’s an important search to get right. There is a spectrum of good, great, and questionable financial advisors and firms,

Financial Planning Clients Want More Discussions on Housing

Quality financial planning focuses on the full view. It takes time and a big armful of information and data to match up with life-sized goals and dreams. Great financial planners are a valuable support in marshaling the details and possible scenarios of an unknowable future

All About the Willowfinch Nationwide Data Maps

“Top 10 states to save money for retirement” or “The 5 cheapest cities in the US” are common articles pushed across various media publications each year. They’re intriguing, too! If you’re considering a big move and new locations are in the mix, you have to

The Story Behind Willowfinch

AKA “I Might Have Gone a Little Bit Overboard.” When Willowfinch founder, Andrea Brice, started thinking about retirement, she realized the decisions surrounding her house hunt and potential plans were much more complex than any of the pros were sharing. Wanting to make sure they

An Interview with Andrea: Applying for Social Security

Welcome to the Exploring Your Retirement with Willowfinch Series, where we’ll be going over all of the information, dreams, and numbers that can make your plans for “What’s next?” get you somewhere you actually want to go! You’ll see a list of the other posts

© 2024 Willowfinch | All Rights Reserved | Terms & Conditions | Privacy Policy