Financial Investment Advisor Blog

5 Tax Planning Actions To Take Before Year-End

Photo by Scott Graham on Unsplash As the year-end approaches, individuals and businesses must engage in thoughtful tax planning. This time is great for adopting tax strategies to save money and build a good financial start for the next year. Effective tax planning goes beyond just reducing tax liabilities; it involves making informed decisions that align with and…

Author
Christopher K. Winn
Nov, 29 2023 · All articles
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Does an IRA earn interest?

With 77% of current retirees stating they have enough money to live comfortably, it’s clear that good retirement planning is crucial. A vital part of this is the Individual Retirement Account (IRA

Author
Christopher K. Winn
Nov, 17 2023 · All articles
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What are the 3 types of IRA?

Whether a young or seasoned professional, the prospect of retirement — where you can relax and enjoy the fruits of your labor — is enticing.

Author
Christopher K. Winn
Nov, 17 2023 · All articles
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Can You Retire on $1.5 Million? (2023 Guide)

Is 1.5 million a good amount to retire with? And how long will it last? It actually depends on your plans and lifestyle. Here’s a detailed 2023 guide on how to retire with $1.5 million comfortably.

Author
Christopher K. Winn
Oct, 12 2023 · All articles
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10 Effective Financial Planning Tips for Small Business Owners

In the United States, small businesses aren’t merely numbers on a chart; they’re the heartbeat of our economy. With an astounding 30 million of them, they command a dominant 99.9% of all firms. Yet, amidst this vast landscape, many entrepreneurs dive in without a deep grasp of business finance. Financial planning, however, isn’t just another…

Author
Christopher K. Winn
Sep, 28 2023 · Business Owner Planning
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Retirement Planning in 2024: Strategies for a Secure Future

In 2022, a startling statistic came to light: over 61% of recent retirees were considering rejoining the workforce. This figure is more than just a statistic; it’s a wake-up call, highlighting the growing challenges of retirement preparation. As we step into 2024, you need a comprehensive and well-informed retirement strategy to secure your future. Given…

Author
Christopher K. Winn
Sep, 27 2023 · General
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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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