Insurance Claims

As the heartbreaking devastation in our North Bay Community continues to unfold, we wanted to take a moment to pass along some tips for those who have experienced losses in the past few days. Below are ten considerations from UpHelp.org, a non-profit organization that assists in navigating insurance claims. Additional information is available on their […]

Equifax Security Breach – What you need to know

We are writing to share some information with you about the Equifax security breach, how your assets are protected at TD Ameritrade, and what you can do to protect yourself. Your accounts at TD Ameritrade are protected by the TD Ameritrade Asset Protection Guarantee program. The Asset Protection Guarantee means TD will reimburse you any […]

Willow Creek Commentary: Summer-2017

HEALTH SAVINGS ACCOUNT FOR RETIREMENT Many people don’t realize that a health savings account, or HSA, can be a powerful retirement savings vehicle. The reason is, from a tax perspective, the HSA is unique in that it offers a triple tax benefit: 1. The money you contribute reduces your taxable income 2. Money within an […]

How to Protect Yourself from Online Threats

In light of the increasing number of cyber attacks and data breaches in today’s technology-driven world, it is a good idea to always be mindful of protecting your own personal information when communicating via email or accessing financial websites. To this end, we have assembled the following list of tips for consideration to help minimize […]