Sarah Wotherspoon is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association. Serving clients at Wealthspire Advisors in San Rafael, CA and the surrounding communities.
Saturday we had Financial Planning Day in the Twin Cities. Nationally, there will be Financial Planning Days in 31 cities during the month of...
Read More >
Successful estate planning takes not one generation, but two. The first generation needs to make a clear, sensible plan and the second needs to...
Read More >
When thinking about one’s estate and the planning that goes along with it- many times we only think of the tangible assets. We consider the...
Read More >
Did you know that many public employees are starting to retire much earlier than society’s traditional age of 65? In recent years, this is...
Read More >
Graduation time is rapidly approaching. While this can be a hectic period of adjustment for college graduates, there is one graduation issue...
Read More >
Maybe it’s not a word, or even a real disorder but I’m telling you it is TRUE…I have “start-itis.” You may know (or even have) the symptoms:...
Read More >
“Retirement” is different now than it was for previous generations. Retirees used to be able to count on a solid pension, full healthcare...
Read More >
In a recess appointment on January 4th, President Obama appointed Richard Cordray as the first director of the Consumer Financial Protection...
Read More >
It’s that time of year again when you are besieged with a blizzard of paperwork. Documents such as a W-2, 1099DIV, 1099R, 1099B, 1099INT, K1...
Read More >
I’ve been thinking a lot recently about financial planning.Now, you’re probably thinking something along the lines of, "As a financial advisor,...
Read More >
