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.
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
4 Fast Ways Business Owners Can Close the Retirement Gap – Without Derailing the Business
Most successful business owners face a fundamental challenge: their balance sheet tells a story of strength, but up to 80-90% of that wealth can sit inside their company. That concentration
The 5 Most Important Tax Planning Changes from the Big Beautiful Bill
Understand the most important tax changes from the Big Beautiful Bill, including senior bonus deductions, SALT cap relief, and estate planning opportunities.
