1100 13th Street, NW, Suite 750Washington, DC 20005202.887.6400Toll-free: 800.544.0155
All Contents © 2017The Kiplinger Washington Editors
See All Authors »
Woodring is founding partner of San Francisco Bay area Cypress Partners, a fee-only wealth consulting practice that provides personalized, comprehensive services that help retirees and busy professionals to enjoy life free of financial concern.
A boutique firm with institutional resources, Cypress specializes in sophisticated, creative and practical approaches to achieve wealth objectives while saving both time and money. Woodring describes Cypress' role as a "personal CFO", a financial concierge who coordinates all aspects of clients' financial affairs.
The cost of investing through a broker-dealer may not be what you think it is. Believe it or not, your broker might not know the full cost structure, either.
See More From: Building Wealth
No matter what happens to the DOL conflict-of-interest rule, several changes have already kicked in, and that’s good news for retirement savers.
Boost your philanthropy and tax savings in one fell swoop.
Once an expensive and risky strategy, tapping your home equity might now be a smart retirement planning move.
Don't get tricked by Wall Street; know the difference between a broker and a financial adviser.
Consider paying a flat fee instead of the assets under management fee charged by many financial advisers.
Even if this turns out to be the "black swan" event of the decade, it shouldn't change your long-term strategy.
Real-world rookies face the same financial challenges regardless of how much (or little) they earn. Here's how to score lifetime returns.
Unpredictable macro events can roil financial markets. You need the right mindset for dealing with such big shocks.
If you adhere to these fundamental principles, your chances of achieving your long-term financial goals are great.
We have become so focused on China that news from across the Pacific has an immediate impact on our capital markets, but a number of global challenges are also at play.
We put so much emphasis on the return of our investments, but often neglect the ins and outs of estate planning, taxes, insurance, and retirement funds. Not here.
The idea is to set up three or more “buckets” with different asset classes and different time horizons for liquidating the funds. It will stretch your money over a longer period.
Their roles and responsibilities to you as a client are as different as night and day.
The cost of sending your child to a four-year university is outpacing overall inflation by alarming rates. The time to start planning for your child's college costs is, well, yesterday.
With “Strength in Numbers,” you can find a winning formula.
It’s a decision that warrants the investor’s time and due diligence, because, ultimately, your wealth is at stake and the wrong move could be costly.