Blog

Evaluating an Early Retirement Offer

In today’s corporate environment, cost cutting, restructuring, and downsizing are the norm, and many employers are offering their employees early retirement packages. But how do you know if the seemingly attractive offer you’ve received is a good one? By evaluating it carefully to make sure that the offer fits your needs. What’s the severance package?…

Author
Christopher K. Winn
Jun, 21 2017 · blog
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An Easy Exam to Test Your Business's Health

When was the last time you had your blood pressure tested? Taking your blood pressure is one of the first things most doctors do before treating you for just about anything.  How much pressure your blood is under as it courses through your veins is a reliable indicator of your overall health; and it can…

Author
Christopher K. Winn
Dec, 05 2014 · blog
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Retiring in Uncertain Times

We’re facing historic levels of uncertainty, which can be frightening when it comes to your retirement. Especially if you’re within the “fragile decade” — the 5 years before or after retirement. Because the decisions you make (or fail to make) right now can determine the fate of your future. The coronavirus, bear market, and recession…

Author
Christopher K. Winn
Sep, 09 2020 · blog
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Simply Estate Planning Tool Your Family Will Thank You For When Your Gone

If you’ve ever known someone who’s lost a spouse, parent or significant other, then you’ve probably heard them lament about the stress of closing out the deceased estate.  I’ve been through this process a few times and wouldn’t wish this job on my worst enemies. Even if your executor has handled the family’s finances, it’s…

Author
Christopher K. Winn
Jan, 22 2015 · blog
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IRS Reverses Course in Favor of HCEs

[fusion_text]The IRS finally gave up after years of fighting that after-tax 401(k) dollars cannot be rolled into a Roth conversion. Most people simply put money into their 401(k) pre-tax–up to the annual employee limit. However, some plans allow employees to make contributions above the annual deductible limit on an after-tax basis. The employee didn’t get…

Author
Christopher K. Winn
Oct, 06 2014 · blog
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What's the difference between fee-only financial advisors and fee-based?

Great question! This can be a confusing topic for those outside the investment industry. I’ve worked as a fee-based advisor, commission only advisor and now work as fee-only advisor. The easiest way to explain this is to review all three side by side. The first difference is compensation. Fee-only advisors work for their clients and…

Author
Christopher K. Winn
Oct, 07 2014 · blog
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