Financial Investment Advisor Blog
Social Security Changes for 2016

The Bipartisan Budget Act of 2015 included a section titled “Closure of Unintended Loopholes” that ends two Social Security claiming strategies that have become increasingly popular over the last several years. These two strategies, known as “file and suspend” and “restricted application” for a spousal benefit, have often been used to optimize Social Security income…

Author
Christopher K. Winn
Feb, 03 2016 · All articles
Image
The Protecting Americans from Tax Hikes (PATH)

In one of its final actions for calendar year 2015, Congress passed the Consolidated Appropriations Act, 2016, a massive spending bill that will keep the federal government funded for fiscal year 2016. Signed into law on December 18, 2015, the legislation includes the Protecting Americans from Tax Hikes (PATH) Act of 2015 (Division Q of…

Author
Christopher K. Winn
Dec, 28 2015 · All articles
Image
Labor Day Market Jitters

Chances are you’re sneaking a peak at the investment markets these days–maybe more than once a day. They’ve certainly been providing their share of excitement: down 4% one day, up more than 2% the next day or two, and who knows what’s causing the turmoil? In August, the direction was mostly down, turning what had…

Author
Christopher K. Winn
Sep, 06 2015 · All articles
Image
BOOM: Puerto Rico’s Bonds Finally Blow Up

One of the first things I learned cutting my teeth in the investing world was to avoid municipal bonds from Puerto Rico.  My mentor liked to refer to the US Territory as a banana republic.  “That my friend is a ticking time bond waiting to blow up in your clients’ face!” Puerto Rico formally defaulted…

Author
Christopher K. Winn
Aug, 07 2015 · All articles
Image
Are Your Retirement Dreams Out of Reach?

Every year the Employee Benefit Research Institute publishes their Retirement Confidence Survey.  Any every year one of the keys to overall retirement confidence is having a written goal.  But for many of us, a retirement goal that needs million(s) of dollars seems daunting and even impossible to achieve.  What if you’re investing as much as…

Author
Christopher K. Winn
Jun, 04 2015 · All articles
Image
How Should Entrepreneurs Be Spending Their Time?

What a Study of 14,000 Businesses Reveals About How You Should Not Be Spending Your Time In an analysis of more than 14,000 businesses, a new study finds the most valuable companies take a contrarian approach to the boss doing the selling. Who does the selling in your business?  My guess is that when you’re…

Author
Christopher K. Winn
Apr, 21 2015 · All articles
Image
ABOUT INTERACTIVE WEALTH ADVISORS
Interactive Wealth Advisors is a Portland, OR Fee-Only financial planning firm serving Portland and all surrounding areas. Interactive Wealth Advisors Inc. specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life’s transitions.
Schedule a Call Today
Book now
DROP US A MESSAGE
Interactive Wealth Advisors are committed to helping you reach financial freedom. If you are in need of financial advice, please complete the form below.