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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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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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Top 10 Year-end Tax Moves for Business Owners & Accredited Investors

With only a few weeks left in 2014, there is still time to cut your tax bill.  We’ll review the more traditional strategies along with a few hidden gems specifically for business owners and accredited investors that often get over looked. The basic strategy for year-end planning is to time your recognition of income so…

Author
Christopher K. Winn
Dec, 10 2014 · blog
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How Your Financial Advisor is Compensated & Why You Need to Understand It

[fusion_text] As a consumer, you can gain valuable insight and make smarter investment decisions by simply understanding how your financial advisor is compensated.  Most advisors want to do the right thing for their clients, but sometimes, outside pressures make them recommend inappropriate products and services.  What is right for the client can sometimes get pushed…

Author
Christopher K. Winn
Jan, 12 2015 · blog
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2015 Playbook: Diversification, Divergence and Defense

Looking back on 2014, history will show that it was a “pretty good” year to be an investor—in the United States.  No one will remember the three minor corrections during the year that spooked the markets or the fact that no professional investor in January 2014 felt “really good” about being in either the bond…

Author
Christopher K. Winn
Jan, 30 2015 · blog
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Six Reason Why You Shouldn’t be Diversified

[fusion_text]Diversification is a great financial planning strategy, but does it really work for the company you’re building? How does Vitamix get away with charging $700 for a blender when reputable companies like Cuisinart and Breville make blenders for less than half the price? It’s because Vitamix does just one thing, and they do it better…

Author
Christopher K. Winn
Mar, 03 2015 · blog
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