Will I Be Okay After I Sell? – The Question Every Business Owner Eventually Asks
After years of late nights, payroll runs, and tough decisions, most business owners eventually find themselves asking the same quiet question: “Will I be okay after I sell?” It’s a simple question on the surface, but it carries a lifetime of meaning. There’s relief and pride in what you’ve built – but also uncertainty about […]
A Simple Framework for Bringing Order to Your Finances for Business Owners
You’ve built something remarkable. Your business runs smoothly, your clients trust you, and your team depends on you. But when you look at your personal finances, things can feel less clear. Accounts live in different places. Retirement plans haven’t been updated in years. And so much of your net worth is still tied up in […]
What Purpose-First Planning Really Means for Business Owners
Most financial plans start with numbers, not people.But business owners don’t live in spreadsheets – they live in trade-offs. Every decision you make has layers. Hire another employee or take more time off? Pay down debt or invest in growth? Take that offer to buy your business or hold on for a few more years? […]
Meet Michael Prince – Head of Office Integrations & Client Service at Parkwoods
Michael Prince leads Office Integrations and Client Service from our St. Louis, MO office. His role focuses on creating efficient, reliable processes that help our advisors and teams deliver exceptional service to clients. Michael brings decades of experience in operations and a genuine passion for helping people – both inside and outside the firm – […]
Roth vs. Traditional: How to Choose the Right Retirement Account for You
Few financial decisions have more long-term impact than choosing between a Roth vs Traditional 401(k) or IRA. Both help you save for retirement – but they take opposite approaches to taxes. In a Traditional account, you save before paying taxes. In a Roth, you pay taxes now and skip them later. That single difference – […]
Making the Most of Catch-Up Contributions in the Final Years Before Retirement
You’ve worked hard, saved consistently, and can finally see retirement on the horizon. The big goals – paying off the mortgage, funding college, building your nest egg – are largely behind you. Now it’s about finishing strong. The years just before retirement are often your best opportunity to add flexibility and confidence to your plan […]
Parkwoods Welcomes Laura Cloud as Senior Onboarding and Integration Advisor
Parkwoods Wealth Partners is pleased to announce that Laura Cloud has joined as Senior Onboarding and Integration Advisor. Laura’s arrival represents a significant step forward in our strategy to support advisors and their clients through thoughtful growth and seamless transitions. Expertise in Integration and Advisor Support With 16 years at Focus Partners Wealth (formerly Buckingham […]
Are Your Investments Aligned With Your Retirement?
You’ve worked hard, saved diligently, and reached a point where retirement is finally in sight. You know you’ve done well – but in the quiet moments, a question lingers: “Are we really on track? What if we missed something we can’t fix?” That uncertainty can cast a shadow over what should be an exciting new […]
Meet Tina Conyers – Client Service Associate at Parkwoods
If you’ve called or visited our New Castle, IN office, chances are you’ve already met Tina Conyers. As a Client Service Associate, Tina is often the first friendly voice or smile clients encounter. Since joining the team in 2017, she’s been a steady presence, making sure every interaction is warm, responsive, and helpful. How Do […]
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 spending it? For many couples, the fear isn’t just running out of money. It’s the worry that a misstep now – spending from the wrong […]
