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...
29 April 2024
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
29 April 2024
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
29 April 2024
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
29 April 2024
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
29 April 2024
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
29 April 2024
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,
29 April 2024
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
29 April 2024
“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
29 April 2024
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
29 April 2024
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