WillowTrust Wealth Management

10/28/2026

Markets were mixed last week, though persistent pressure on technology stocks made the week feel more challenging for some investors. The Standard & Poor’s 500 Index lost 0.47 percent, while the Nasdaq Composite Index declined 0.71...

10/28/2026

You are unique. Your goals and needs should be the basis of any financial strategy you follow.

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

10/26/2026

Does your insurance cover you if you get into an accident with an uninsured driver?

10/23/2026

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

10/22/2026

Stocks were under pressure last week as corporate earnings results, rising oil prices, and AI valuation anxieties unsettled investors. The Standard & Poor’s 500 Index lost 1.95 percent, while the Nasdaq Composite Index declined 4.48...

10/21/2026

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

10/21/2026

❄️ Heating oil prices are climbing, and some households are facing difficult decisions as winter approaches.
In Maine, the average price reached $5.97 per gallon in early October. One homeowner estimates her family could spend nearly $5,000 heating their home this winter.
Nationwide, the U.S. Energy Information Administration expects households that rely on heating oil to spend 21% more than last winter.
Some fuel suppliers say customers are ordering smaller deliveries because filling an entire tank has become too expensive.
For families already managing rising everyday expenses, keeping the house warm may take an even larger share of their household budgets this winter.

Amid surging inflation and a rise in fuel prices, Americans who rely on heating oil to warm up their homes this winter are bracing for increased financial strains.

10/16/2026

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.

Entrepreneurs all face the same question, “Which business structure should I adopt?”

10/15/2026

Stocks ended last week higher after an up-and-down week where a kitchen sink of economic, geopolitical, and AI-related events competed for investors’ attention. The Standard & Poor’s 500 Index rose 1.15 percent, while the Nasdaq...

10/14/2026

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.

Keys to preparing to grow wealthy together.