Financial Investment Advisor Blog

How much should I have saved for retirement by age 60?

How much does the average 60-year-old need to save for a comfortable retirement? Read our blog to learn how to save more money as you approach retirement

Author
Christopher K. Winn
May, 20 2022 · All articles
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7 retirement strategies for small business owners

Retiring as a small business owner in the US requires both an exit strategy and a reliable retirement plan for you, your family and your staff. Read our blog to discover the top 7 strategies and retirement plans

Author
Christopher K. Winn
May, 05 2022 · All articles
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Financial planning for technology professionals: Why is it important?

The IT & Tech industry is growing rapidly, with more tech professionals thinking about financial planning and wealth management for the future. In this article, we cover why professional financial planning is important for technical professionals and how to do it right

Author
Christopher K. Winn
May, 05 2022 · All articles
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How to make the most of life’s most important $$ lessons

What’s the first big lesson you learned about money? How did you learn it? Many of us start learning about finance as kids. We watch those around us, and we learn by trial and error. That can teach us some important basics about finance. And it can open the door to learning some of life’s…

Author
Christopher K. Winn
Feb, 25 2022 · All articles
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How to improve your mind game with resolutions & goals

How much of a struggle is it for you to keep your resolutions? When was the last time you actually kept one? For most folks, it’s a real challenge. And even if you’re pretty good with resolutions, no one’s batting a thousand here. We’ve all got room to improve. How do we do it? We…

Author
Christopher K. Winn
Jan, 21 2022 · All articles
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Test your financial smarts. Will you do better than most?

How financially literate are you? How much do you really know about interest rates and inflation? What about financial risk? Only about 1 in 3 folks can score 80% on a simple financial literacy quiz. And only 7% answer every question right. So, how will you measure up? Can you beat 93% of your fellow…

Author
Christopher K. Winn
Nov, 24 2021 · All articles
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