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Unlocking Hidden Wealth: Maximizing Your Company Benefits
Maximizing your financial potential shouldn't only be about careful budgeting and investing. A vital piece of the puzzle is often...
stephenbodwell
Sep 16, 20243 min read
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What is Umbrella Insurance, and Why Might You Need It?
Also known as a personal liability policy (PLP) or personal liability umbrella policy (PLUP), Umbrella insurance covers claims in excess...
stephenbodwell
Sep 3, 20243 min read
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Understanding Your Credit Score: A Key to Financial Empowerment
“Glass, china, and reputation are easily cracked, and never well mended – Ben Franklin. Trust plays a fundamental role in credit...
stephenbodwell
Aug 19, 20243 min read
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Planning your Finances for a Career Change
Navigating the choppy waters of a career change can often feel equal parts exhilarating and intimidating. The promise of new...
stephenbodwell
Jun 24, 20244 min read
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Top Tips for Remodeling Your Home
1. Budget Wisely: Clear, effective budgeting is crucial in any project. Allocate funds for each specific part of the project and make...
stephenbodwell
May 1, 20245 min read
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Top Tips from Property & Casualty Brokers
Top Tips from Property & Casualty Brokers 1. Be Comprehensive: Don't underestimate the need for comprehensive coverage. Auto, homeowners,...
stephenbodwell
Apr 23, 20244 min read
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Top 10 Tips from Realtors for New Homebuyers
1. Know Your Budget: The first step in home-buying is understanding your financial capabilities. Before browsing for houses, take the...
stephenbodwell
Apr 16, 20245 min read
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Advice for Securing a Mortgage for Your Ideal Home
1. Get Your Credit in Order:Â Before you start the home-buying process, check your credit score. This will influence your ability to...
stephenbodwell
Apr 3, 20244 min read
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Credit Cards: Good, Bad or Neither?
Credit cards can be a powerful financial tool offering numerous benefits, from interest-free purchasing to earning rewards and building...
stephenbodwell
Mar 21, 20243 min read
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Understanding the Differences between Tax Preparation and Tax Planning
Tip your server, not the IRS. – Stephen Jarvis, CPA If I were to ask you what you think are the biggest expenses a person has over his or...
stephenbodwell
Mar 6, 20244 min read
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Engaging Your Spouse in the Family Finances
Picture this - a couple, deeply in love, building a life together. However, when it comes to managing finances, one partner is...
stephenbodwell
Jan 26, 20244 min read
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The Power of Budgeting: Why You Need a Budget for Financial Success
Imagine a life where you can confidently manage your finances, achieve your goals, and have peace of mind. Budgeting is a powerful tool...
stephenbodwell
Jan 8, 20244 min read
15 views
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Up Your Personal Cyber Security Game: Safeguarding Your Finances in the Digital Age
It seems like not a day goes by without seeing a friend on social media saying their account has been hacked or receiving a suspicious...
stephenbodwell
Jan 8, 20245 min read
17 views
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Double the Joy: The Benefits of Planning Your Vacations in Advance
Picture yourself lounging on a pristine beach, sipping a refreshing cocktail, and feeling the warm sun on your skin. Now imagine...
stephenbodwell
Jan 8, 20243 min read
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Is Ongoing Financial Planning Worth It?
In our recent blog series, we covered much of the indirect value ongoing financial planning can bring to your life: Worry Less So You Can...
stephenbodwell
Aug 1, 20233 min read
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Yes, You Can Afford that Lake House
Have you ever had a daydream about owning a lake house where your extended family all gathers for Labor Day or where you teach your...
stephenbodwell
Aug 1, 20233 min read
77 views
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Understanding the WHWM Approach to Wealth Management
Walnut Hill Wealth Management’s investment perspective is grounded over 20 years of experience in alternative investments as both a Big-4...
stephenbodwell
Aug 1, 20234 min read
74 views
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Robust Wealth Management You Can Trust
Managing your personal finances is difficult enough, but not having the right tools to do it well can bring additional stress, waste...
stephenbodwell
Jul 7, 20233 min read
33 views
0 comments


The Alphabet Soup of Financial Certifications: Who Can You Trust?
When looking for a financial planner you are likely to run into what we sometimes refer to as our credentials ‘Alphabet Soup.’ The...
stephenbodwell
Jul 7, 20234 min read
37 views
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Worry Less So You Can Focus on What Matters the Most
Reducing the time and stress spent on personal finances can free you up to focus on the things that matter most in your life. You may...
stephenbodwell
Jul 7, 20233 min read
39 views
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