Sam Wood-Bednarz, CFP

About Sam Wood-Bednarz

Sam Wood-Bednarz, CFP® is Director of Financial Planning and Lead Advisor at North Berkeley Wealth Management

Back to School

By |2021-08-20T14:43:53-07:00August 13th, 2021|

There are four primary avenues to paying for college: scholarships, student loans, work-study, and savings. Many families' college cash flow plans include several of these options, and each has different lessons for parents and children.

Your Retirement, Your Values

By |2021-06-03T10:45:51-07:00May 11th, 2021|

A successful transition to retirement must express your values. Understanding the motivation behind your decision, and being prepared for how you will spend your time post-retirement, are key steps to achieving a fulfilling retirement.