401(k) vs. Other Retirement Plans: Which is More Complicated in Divorce Settlements?
Discover key qualities to seek in an estate planning professional for effective and secure financial planning.
Key Qualities to Look for When Seeking Help with Estate Planning
Discover key qualities to seek in an estate planning professional for effective and secure financial planning.
Why Business Owners Must Prioritize Estate Planning
Discover key qualities to seek in an estate planning advisor for effective and secure financial planning.
Understanding Medical Debt: Key Facts Every Patient Should Know
Learn key facts about medical debt to empower yourself and make informed decisions regarding your healthcare expenses.
Budget Smart: Medical Expenses Guide
Discover strategies to manage medical expenses effectively and improve your financial health with our comprehensive guide.
Summary On Understanding Medicare
Who is eligible?
Individuals 65 or older
Individuals receiving social security disability benefits for 24 months
Kidney failure
New Year’s Resolutions to keep
If you’re like me every January I work on a new healthier me; I start exercising more (start being the key word) and I eat healthier. But, what about an additional New Year’s Resolution about the health of our financial life? Below are the top three ideas for a financially healthy 2018: Get your estate planning documents in order: An essential part of financial planning is having your wishes in writing which would include an up to date will, living will and power of attorney documents. A will documents where you would like your assets to go once you pass If you are a parent of minor children it’s important to have a guardian in your will in the event you and your spouse pass at the same time. A living will, documents your wishes in the event you are put on life-support The financial power of attorney documents who should take over your finances in the event you are alive, but incapacitated. The individual you name as your health power of attorney makes health-related decisions for you if you are unable to make your own decisions. Increase your savings & reduce your debt in 2018: A good rule of… Read More
A New Service for Windsor Wealth Clients
We have all been there, young and adult, just starting a full-time job and not sure how to organize my finances: I remember asking – what is my first priority?
Windsor Wealth’s New Strategic Partner Dr. Chris Turpin with 360 Coaching
We are excited to introduce our new Strategic Partner, Dr. Chris Turpin, a college preparation coach. He helps students select the best college for their future, assists students in obtaining scholarships, all the while boosting their college resumes, as well.
How Much Further?
Now the question we are getting is: when will this bear market end? Some pundits have suggested that the following events may act as the catalysts that mark the end of the downdraft: The mid-terms, when Republicans take a majority in Congress, when the Federal Reserve stops raising rates and inflation subsides, after we experience our next recession, and so on. In our experience, the “bottom is in” when buyers return: Brilliant, right? Investors have to glean that low prices justify taking the risk to achieve a higher return in the future. Again brilliant, right? Then there’s an old Wall Street adage: “Buy at the wake, Sell at the wedding”; are we hearing the bagpipe dirge yet? I don’t hear them yet, but a few pipers are beginning to paradiddle. For example, according to the Wall Street Journal, day traders have all but disappeared. Crypto and most of the meme stocks are now unpopular and trodden. Measuring the percentage of all Operating Company Stocks* 30% or more below their yearly highs helps us understand the depth of bear markets. This statistic recently reached 57%. The last two times this statistic surpassed 60% were in 2020 during the pandemic and 2009… Read More