Wood Financial Services LLC

Author Archives: admin

Job costs – do you know what yours are?

On July 28, 2021, Posted by , In Family, With Comments Off on Job costs – do you know what yours are?

Having a job has costs. It’s well known that your job may need certain professional dress attire, or tools. Maybe the job requires traveling. Maybe the job requires a specific college degree, which costs thousands of dollars to earn. Maybe the networking requirements, or simply the social expectations, include going…

Book Review – Money Mammoth

On July 21, 2021, Posted by , In Know thyself, With Comments Off on Book Review – Money Mammoth

I just read the new book “Money Mammoth”, by Brad Klontz, Edward Horwitz, and Ted Klontz. I’ve attended educational presentations for financial planners by Dr. Brad Klontz before, and been impressed, so I was looking forward to reading this book, which I was able to get through Inter-Library Loan (ILL)…

Understanding Your Income Tax Return

On July 11, 2021, Posted by , In Taxes,Tina in other media, With Comments Off on Understanding Your Income Tax Return

This article was originally published in, and has been reprinted with permission from, Retirement Daily. Now that the stress and constant change of the 2021 tax season is behind us, it’s time to take a deep breath and see what we can learn from our tax return documents. Financial educator…

Understanding Your Work Benefits

On July 10, 2021, Posted by , In Benefits,Tina in other media, With Comments Off on Understanding Your Work Benefits

This article was originally published in, and has been reprinted with permission from, Retirement Daily. As an employee, you may earn more than one type of compensation. Financial educator and paraplanner Tina Wood-Wentz explains your compensation and work benefits. By Tina Wood-Wentz How are you compensated? A job that’s a…

Understanding Your Non-Profit or Governmental Work Benefits

On July 9, 2021, Posted by , In Benefits,Tina in other media, With Comments Off on Understanding Your Non-Profit or Governmental Work Benefits

This article was originally published in, and has been reprinted with permission from, Retirement Daily. Employee benefits in the private sector differ from those in the non-profit and governmental sectors. Financial educator and paraplanner Tina Wood-Wentz explains these differences. By Tina Wood-Wentz Who works in non-profits or for the government?…

About the Author – Tina Wood-Wentz

On July 8, 2021, Posted by , In Know thyself,Tina in other media, With Comments Off on About the Author – Tina Wood-Wentz

Related to my post earlier this week about my article in the Journal of Financial Planning, I really enjoyed getting to write my “about the author” section for the end of the article. Seeing the words spelled out, about why I’m investing my time this way, was one of those…

Sometimes an email isn’t the best option

On July 7, 2021, Posted by , In Estate planning,Know thyself, With Comments Off on Sometimes an email isn’t the best option

This week a computer science friend of mine shared one of the many versions of the highly entertaining video of a dad trying to make a peanut butter and jelly sandwich, from entirely written (no diagram) instructions from each of his two children. If you haven’t seen this video yet,…

Benefits Implications When You Start a New Job

On July 6, 2021, Posted by , In Benefits,Tina in other media, With Comments Off on Benefits Implications When You Start a New Job

This article was originally published in, and has been reprinted with permission from, Retirement Daily. Timing is key when you start a new benefits-eligible job. You have an opportunity to make benefit elections that you may not ever be able to elect again during your time with that employer. Financial…

Published in the Journal Of Financial Planning – knowing the value of your niche

On July 5, 2021, Posted by , In Tina in other media, With Comments Off on Published in the Journal Of Financial Planning – knowing the value of your niche

I wrote an article that was published in the July 2021 edition of the Journal of Financial Planning, financial planners can access it through the Financial Planning Association. My article, “Consider Your Past to Determine Your Niche”, is on pages 34-37. In it I outline how career changers can use…

On Retirement Daily – Understanding Your Income Tax Return

On July 1, 2021, Posted by , In Taxes,Tina in other media, With Comments Off on On Retirement Daily – Understanding Your Income Tax Return