Jason M. Woodward, MS, J.D.

Baby Boomers were the largest generation when they arrived and they now face rising healthcare costs and imminent retirement which often makes planning for the future a moving target. But it's important to plan for the…more

This year, Americans are feeling significantly less confident that they will be able to afford a comfortable retirement. Given the current economic and market conditions, this type of sentiment is not surprising. Although…more

With everything happening in the market there has never been a more important time for young people to think about a saving strategy. Preparing for your future today gets you where you want to go tomorrow…more

Even attorneys are not immune from the tendency to procrastinate the drafting of even one of the most basic and important estate planning documents. Don't overlook the reasons why it is so critical to have a will drafted and/or…more

Today, fewer workers are confident that they will have sufficient retirement savings to live a long retirement. When gauging your retirement readiness, consider a strategy that can help you receive a steady income stream that…more

The Federal Reserve has helped keep inflation fairly low, but current conditions have put additional pressures on the central bank. It’s important to anticipate that inflation will gradually weaken the spending power of a…more

Weather is common fare for small talk, but it’s difficult to think of many topics that can have a bigger effect on economic activity. It’s not a coincidence that the National Oceanic and Atmospheric Administration, the federal…more

Many single people don’t feel an urgent need for life insurance coverage. But your death could incur final expenses that fall on parents or other loved ones. There are also many other uses single people can have for life…more

You may be surprised to hear that money has very little to do with your personal level of happiness. However, when used properly, money can be an effective tool for accomplishing your goals…more

IRAs are commonly accepted as an important retirement planning solution, but what many people may not know is that an IRA can also be an important estate planning solution as well and can be an important part of the legacy you…more

It's accepted when you seperate from your employer you roll over the money in your employer-sponsored retirement plan into an IRA. But that is really just the beginning..…more

This is the fifth and final article in a series explaining some various types of retirement plans. The Keogh is one of the more arcane and less understood among retirement plans. This article sheds more light on a little known…more

This fourth article in a series explaining retirement plans deals with the Simplified Employee Pension. For some, the SEP is a great solution for retirement savings…more

This is the third installment in a series of articles describing the various types of qualified plans. A 401(k) plan can be a great way to form the basis for a sound retirement funding strategy…more

This is the next installment in this series of articles explaining the different types of retirement plans. A Roth IRA is a retirement savings vehicle with some distinct tax advantages that differs from a traditional IRA. With…more