News and Updates
Stay informed with the latest news and updates from Parkwoods Wealth Partners. Our articles section provides valuable insights, market trends, and updates on financial strategies to help you stay ahead and make informed decisions about your financial future.
The Smart Withdrawal Order That Helps Your Money Last
You’ve worked hard, saved diligently, and made it to the doorstep of retirement. Now comes the big question: How do you turn all that saving into reliable income—and feel confident
Parkwoods Welcomes Kayla Matthews to the Client Services Team
We’re excited to welcome Kayla Matthews to Parkwoods Wealth Partners as a member of our Client Services team. Kayla joins us with a strong background in financial services and a
Shoreline Wealth Advisors Joins Parkwoods Wealth Partners
Shoreline Wealth Advisors has joined Parkwoods Wealth Partners. The combination includes Shoreline’s affiliated tax preparation firm, Shore & Co., and deepens our planning-centric, evidence-based approach. Shoreline is an Indiana-based registered
The Hardest Part of Retirement Isn’t Saving – It’s Spending with Confidence
Learn how to transition to retirement with clarity and confidence. Discover guiding principles for a fulfilling retirement.
Meet John Resurreccion, CFP® – Head of Retirement Plan Services
John Resurreccion, CFP®, is Head of Retirement Plan Services in our Austin, TX office. He helps business owners and their employees run more effective retirement plans – improving investment options
Parkwoods Welcomes Dustin Meyer, CFP®, as Head of Portfolio Management and Trading Operations
Parkwoods Wealth Partners is pleased to welcome Dustin Meyer, CFP® as Head of Portfolio Management and Trading Operations – a role focused on translating our investment philosophy into disciplined, day-to-day