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Blog

A person walking on stone steps on an outdoor pond.
Chris Winn | May 15, 2025

Planning for the Future: Essential Steps to Secure Your Retirement

Retirement
savings

Is your retirement savings on track?

If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very

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A mountain range
Chris Winn | Apr 15, 2025

Why Sticking to a Long-Term Investment Strategy Pays Off in Market Downturns

Investments
Finance
Risk Management

Watching your portfolio take a hit can be unsettling, but staying focused on the long game is crucial. Even in uncertain times, a long-term strategy helps you

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An overhead view of someone walking on a tightrope high above a forest.
Chris Winn | Mar 27, 2025

How to Stay Invested in Volatile Markets Without Losing Sleep

Investments
Risk Management
savings

Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the

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A person at a desk, using a calculator and writing in a notebook.
Chris Winn | Mar 20, 2025

5 Tax-Saving Strategies to Keep More of Your Money

Tax Planning
Retirement

Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where

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Maximize Retirement Savings | Interactive Wealth Advisors
Chris Winn | Feb 7, 2025

The 80-20 Rule (Pareto Principle) for Retirement: What It Is & How It Works

Retirement

According to a recent survey by Bankrate, 52% of Americans say that their retirement savings are not enough to see them through their golden years. Maybe they

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Retire with $1.5 Million | Interactive Wealth Advisors OR
Chris Winn | Feb 2, 2025

Can You Retire with $1.5 million? (updated for 2025)

Retirement

While many Americans aspire to retire by the age of 65, a pressing question remains: How much do you truly need to retire in comfort? Can you retire on 1.5

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3 Key Elements to Retirement | Interactive Wealth Advisors
Chris Winn | Jan 30, 2025

Three Key Elements to Early Retirement Success

Premium
Retirement
With the long financial nightmare of the recession and financial crisis shrinking in the memories of those who endured it, Americans are, once again, setting
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Two people working at a table in an office using a calculator.
Chris Winn | Jan 30, 2025

7 Effective Tax Optimization Strategies for High-Net-Worth Individuals

Tax Planning
Investments
Retirement
Estate Planning
Real Estate

What does it take to minimize your tax bill, not just this year but in the years to come?

The answer varies for each individual. Tax optimization strategies

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Retire with $100K Per Year | Interactive Wealth Advisors OR
Chris Winn | Jan 12, 2023

How Much Money Do I Need To Retire With $100,000 a Year Income?

Retirement
Do you have enough to retire comfortably?
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green plant in clear glass vase by micheile henderson courtesy of Unsplash.
Chris Winn | Jan 1, 2020

Your Go-to Guide to Saving Money

Retirement
financial planning
savings
Everything you need to know to get your savings back on track
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