Christopher K. Winn
Chris has been providing holistic tax and wealth management advice to his busy clients for more than 20 years. He operates on a simple philosophy: help people achieve more out of life. Professionally, that means giving his clients more time to focus on the things they love and helping them achieve their goals faster through his holistic tax and wealth management services.
Mr. Winn has been quoted in TheStreet.com’s sister magazine MainStreet, a featured Fee-only financial advisor in Kiplinger’s “Jumpstart Your Retirement” and given numerous presentations to a wide range of groups from the Oregon Trial Lawyers Association to Intel.
Chris enjoys golfing, wood working, cooking and chasing his Great Dane around the neighborhood.
Professional Associations
> Estate Planning Council of Portland
> World Future Society
Author's articles
Learn 15 simple Social Security strategies to make the best decisions for maximizing your benefits. From spousal benefits to retirement age, get the most out of Social Security.
Discover if Oregon is a tax-friendly state for retirees. Read our overview of the state’s tax policies and decide if retiring in Oregon is the right choice for you.
Learn about the tax benefits of contributing to a 401(k) plan in Oregon, including potential savings on state income taxes and how to maximize your retirement savings.
Discover the 7 golden rules for successful dividend investing. Learn how to pick the right stocks, manage risk and maximize returns with this comprehensive guide
Can you have both an IRA and a 401k? What are the limits, withdrawal rules, taxes, and eligibility? Learn everything you should know to have both 401k and IRA to maximize your profits.
What Is the difference between a 401(k) and an IRA? Which one is better? And can you have both? Find answers to these and other questions about IRA and 401k in our blog.
The 80/20 rule, or the Pareto Principle, is widely used in business and economics. It manifests that 80% of outcomes result from 20% of causes. Read our blog and learn how you can apply it for an early and wealthy retirement.
If you are a small business owner, the self-employed 401(k) or solo 401(k) definitely has some benefits for you over other retirement planning options. But how much can a business owner contribute to a 401(k)? Read this article to learn more about 401(k) contribution limits.
Discover the ins and outs of the 4% and 7% rules for retirement planning and how these strategies can help calculate a safe withdrawal rate and ensure your financial independence throughout your golden years.
It is never too late to start saving money or investing for retirement. However, the older you get, the fewer options you have and the more complicated it seems. We’ve prepared a guide on how to start a 401k at 55 and catch up on your retirement savings starting today!
