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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


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


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


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


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


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


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


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


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


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


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


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


Benefits of On-Going vs. One-Time Financial Planning
Change is Inevitable. Growth is Optional. – John C. Maxwell A one-time financial plan, no matter how well thought out, meticulous or...
stephenbodwell
Jul 7, 20234 min read


A Financial Planner Can Help You Clarify Your Goals and Align Your Finances
It is a common misconception that financial planning is primarily about getting help in making and sticking to a budget or managing a...
stephenbodwell
Jun 29, 20233 min read


Managing Your Personal Finances is Hard, but We’re Here to Help.
Many people feel embarrassed about their personal finances. A 2022 survey by Beyond Finance showed 51% of folks were ashamed of their...
stephenbodwell
Jun 29, 20234 min read


Finding the Right Professional for Your Financial Needs
Are you wondering if you would benefit from professional help with your financial goals but are not certain where to start? A clear...
stephenbodwell
Jun 29, 20233 min read
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