Articles by Sam Wood-Bednarz

Power of Attorney: A Caretaking Role

By |2022-08-26T15:25:31-07:00August 12th, 2022|

Being power of attorney for someone is a fiduciary responsibility, and it’s not one we should agree to lightly. We agree to serve because it means taking care of someone we love when they can no longer care for themselves.

Sharing the Power (of Attorney)

By |2022-08-05T14:20:37-07:00July 15th, 2022|

Naming a good power of attorney and sharing your wishes, values, and financials with them will ease the transition into sharing control of critical aspects of your life and provide peace of mind.

Illuminating the Next Chapter

By |2022-07-01T09:45:06-07:00June 10th, 2022|

At its core, cash flow planning is about helping us make better decisions. It involves organizing our financial life into something comprehensible and then looking into the future to understand the range of potential outcomes.

Planning While the World is in Flux

By |2022-01-07T14:31:38-08:00December 10th, 2021|

Plans rarely come with a guaranteed outcome. However, the process of planning reduces uncertainty and increases the likelihood that you will arrive at an outcome that aligns with your values and priorities.

Firewise Planning

By |2021-10-22T13:29:14-07:00October 8th, 2021|

Fire season is now an annual concern for Californians. Having a plan for the risk of fire can better protect your family's financial resources.

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.