Journal
Plain-language notes on retirement, taxes and working with an advisor, written by the three of us.
6 min read
What a fee-only advisor is, and how to check one
Fee-only, fee-based and commission are three different ways to be paid. Here is how to tell them apart in five minutes.
8 min read
Roth conversions in the gap years
The years between work and Social Security are often the cheapest time you will ever have to move money into a Roth.
5 min read
How much cash to hold once the paychecks stop
Enough to sleep at night, not so much that inflation eats it. A simple rule and when to break it.
7 min read
Read an advisor's Form ADV in fifteen minutes
The public document every registered adviser files, and the four sections that matter most.
6 min read
What to do with old 401(k) accounts
Leave it, roll it over or move it to your new plan: the trade-offs, including the ones people miss.
4 min read
What to bring to a first meeting with an advisor
A short list that turns a first meeting from small talk into a real conversation about your money.
Talk to an advisor before you decide anything
A 30 minute call with a CFP professional. Bring one question about retirement, taxes or an old 401(k). There is no charge, and we will tell you if we are not the right fit.
Fee-only financial planning and investment management for families and business owners.
214 Monroe Street, Madison, Wisconsin 53711
Fairwood Wealth LLC is a registered investment adviser. Registration does not imply a certain level of skill or training. Nothing on this site is an offer to buy or sell a security or personal advice for your situation. Investing involves risk, including the loss of principal. Projections are hypothetical, are not guarantees and do not reflect actual results. Read our Form ADV Part 2A and Form CRS on the disclosures page before you hire us.
Monday to Friday, 8 am to 5 pm Central
Fairwood