A Lot to Be Thankful For

By |2020-12-16T09:57:55-06:00December 16th, 2020|Creative|

Thanksgiving has always been my favorite holiday. I have always liked the slower pace.  A time to gather with family and friends for a great meal, watch football and eat some pumpkin pie. Thanksgiving does not have all the stress of hanging Christmas lights in the freezing cold and running around to [...]

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The Gift of Legacy

By |2020-08-12T11:30:27-05:00August 11th, 2020|Creative, Family|

I just returned from a five-day sailing trip around Door County and part of the Big Bay de Noc area in the Upper Peninsula. My father Dan (the Skipper), his brother Mike and myself (the crew) set off in a 1968 Pearson 300 sloop - a sailboat purchased by my grandfather around 1971. My grandparents sa [...]

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Evaluating a Job Offer

By |2020-07-07T13:41:10-05:00July 7th, 2020|Creative|

If you're considering changing jobs, you're not alone. Today, few people stay with one employer until retirement. It's likely that at some point during your career, you'll be looking for a new job. You may be looking to make more money or seeking greater career opportunities. Or, you may be forced t [...]

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WFR Reopening Strategy

By |2020-05-18T19:59:38-05:00May 19th, 2020|Creative|

Dear Loyal Client, It is hard to believe it has been almost two months since our office has stopped face-to-face meetings! I miss seeing all of you. Despite the crazy stock market with its movement all over the place, it has been relatively quiet here in the office. It is amazing how things can chan [...]

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Maintaining Your Financial Records: The Importance of Being Organized

By |2020-06-19T10:59:33-05:00May 12th, 2020|Creative, Small Business|

An important part of managing your personal finances is keeping your financial records organized. Whether it's a utility bill to show proof of residency or a Social Security card for wage reporting purposes, there may be times when you need to locate a financial record or document--and you'll need t [...]

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Safer At Home – Beth’s Edition

By |2020-05-06T08:38:01-05:00May 5th, 2020|Creative|

One of the things Rich has repeated in his communications is that during our “safer at home” time, we should stay positive and find something that we enjoy in order keep our minds happy and healthy. So, I thought I would share some of the things I’ve been doing for the past “however many weeks it’s [...]

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Fighting the “Noise” of COVID-19

By |2020-04-08T09:00:43-05:00April 7th, 2020|Creative, Finance, Illness & Disability|

Happy Easter to all of you. By now, most of us are in our third week of constantly staying home and adjusting to this temporary lifestyle.  I am lucky to have experienced relative confinement before while in the navy; whether in a Baghdad embassy compound for months-on-end, or a small ship with no s [...]

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Crisis Management

By |2020-04-03T08:41:37-05:00April 1st, 2020|Creative|

One of my favorite movies I enjoy watching and re-watching is Apollo 13.  I saw it with my grandparents in Annapolis, MD in 1995 and remembered my grandfather really enjoying the film as well since he remembered that crisis.  I am amazed at the scene where the astronauts were going to run out of bre [...]

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Getting Started: Establishing a Financial Safety Net

By |2020-03-09T21:53:49-05:00March 24th, 2020|Creative, Planning|

In times of crisis, you don't want to be shaking pennies out of a piggy bank. Having a financial safety net in place can ensure that you're protected when a financial emergency arises. One way to accomplish this is by setting up a cash reserve, a pool of readily available funds that can help you mee [...]

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COVID-19 Announcement

By |2020-03-23T13:42:03-05:00March 23rd, 2020|401(k), College, Creative, Credit, Debt, Design, Family, Finance, Illness & Disability, Insurance, Investing, Leasing, Loans, Long-Term Care, Marriage, Military, Millenials, Planning, Real Estate, Retirement, Small Business, Social Security, Stock Market, Taxes, Unemployment, Videos, Women|

Dear Valued Client, In this rapidly changing situation, I want to assure you Woodmen Financial Resources is maintaining regular business operations to ensure we continue to serve you. First, I wish you, your family, and your community well during this unprecedented time. The health and safety of our [...]

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