Financial Investment Advisor Blog

Retirement Savings: A Comprehensive Guide to Average American Savings by Age

How much should you tuck away for the golden years? Looking at the average retirement savings by age can offer a starting point. But remember, everyone’s journey is unique. Factors like your lifestyle, income, and goals matter just as much. Moreover, the financial market can be unpredictable, throwing your plans out of the window. For…

Author
Christopher K. Winn
Sep, 24 2023 · Fiduciary Financial Planning & Wealth Management
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Taxes in Oregon for Small Business: The Basics

Located in the scenic Pacific Northwest, Oregon is celebrated not only for its breathtaking landscapes but also as a haven for businesses. Boasting over 396,925 small enterprises, this state has firmly established itself as a premier destination for business in the U.S. However, if you’re an entrepreneur eyeing Oregon as your business hub, it’s essential…

Author
Christopher K. Winn
Aug, 29 2023 · Business Owner Planning
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Navigating the Age Landscape: When to Open an IRA

Planning for retirement with an Individual Retirement Account (IRA) is all about timing. The sooner you begin, the better positioned you’ll be for a financially secure future. But are there age limits on Roth IRAs? At what age can you open a Roth IRA? What retirement account options will best serve your goal? Well, stay…

Author
Christopher K. Winn
Aug, 29 2023 · Financial Planning
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The Four Types of Individual Retirement Accounts (IRAs)

Individual Retirement Accounts (IRAs) are attracting unprecedented interest. As of the first quarter of 2023, the total assets held in IRAs soared to an impressive $12.5 trillion, marking a 4.3 percent increase from the previous quarter.

Author
Christopher K. Winn
Jul, 25 2023 · Financial Planning
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6 Rules for Successful Dividend Investing: Maximizing Returns and Building Passive Income

Dividend investing is a popular wealth accumulation strategy for many Americans, with trusted insights revealing that the investment vehicle has maintained an average payout ratio of 56.3% over the last 96 years.

Author
Christopher K. Winn
Jul, 25 2023 · Financial Planning
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Unlocking the Power of IRA: Building Wealth, Securing Your Future

Individual Retirement Accounts (IRAs) are a popular investment vehicle for self-employed individuals or working folks who don’t benefit from employer-sponsored plans. This strategy allows you to start saving for your golden years as early as possible and accumulate enough to foster financial independence when retirement comes.

Author
Christopher K. Winn
Jun, 23 2023 · Fiduciary Financial Planning & Wealth Management
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How Does an IRA Generate Income and Grow Your Money?

Individual retirement accounts are reliable vehicles for accumulating funds over time. They foster substantial growth through tax-free earnings on investments and play a significant role in long-term financial planning. Unfortunately, not many people understand how this individual retirement arrangement works. In fact, according to a 2020 survey by The American College of Financial Services, about 80%…

Author
Christopher K. Winn
Jun, 22 2023 · Fiduciary Financial Planning & Wealth Management
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