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 […]
As college tuition soars, saving early for education is one of the best decisions parents and grandparents can make. If your children or grandchildren plan to attend college, a 529 savings plan is a great way to save. The earlier you begin, the longer you can save, and the more your money can benefit from […]
For those of you fretting about sending Junior off to college with fears that you don’t have the income or the savings to pay for college, here is some good news for you. Over the last five years the increase in the cost of college has slowed (when compared to the two previous five year […]
707-829-1146 (Sebastopol)
415-925-1388 (Marin)
800-696-8096 (Toll Free)
707-829-0111 (Fax)
info@willowcreekwealth.com
825 Gravenstein Hwy No.
Suite #5
Sebastopol, CA 95472
1050 Northgate Drive
Suite #515
San Rafael, CA 94903
Our Sebastopol office is open 8:00 am to 5:00 pm M‐Th and 8:00 am to 4:00 pm on Friday.
Our San Rafael office is open by appointment only.
We are closed for major holidays along with the financial markets.
