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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?

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Windsor Wealth Planners and Strategist. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Windsor Wealth Planners and Stategist is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

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