Financial Investment Advisor Blog

Retirement Expenses 101: The Largest Expenses Average Retirees Pay and How to Prepare Now

Unexpected expenses in retirement might seem a minor risk, but without a retirement budget plan you can find yourself spending thousands where you could have saved. Check our blog to learn about typical retirement expenses to prepare for.

Author
Christopher K. Winn
Oct, 31 2022 · All articles
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5 Ways to Save for Retirement After Maxing Out Your 401(k) and Roth IRA

Thinking of retiring? Great! But before you hang up your hat, do you have enough savings set aside for retirement? As it stands, the average American has about $167,944 saved for retirement. But what happens when you max out your Roth IRA and 401k for the year? The IRS has strict limits on how much…

Author
Christopher K. Winn
Oct, 03 2022 · Retirement Planning
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Retirement Planning for Business Owners: What You Need to Know When Selling Your Business for Your Retirement

Thinking about retirement? If you’re like most business owners, the bulk of your net worth is tied to your business. Of course, you have savings and investments, but to really retire comfortably, you’ll need to unlock your most valuable asset. Read this guide to learn more about steps and best practices for business owner retirement planning

Author
Christopher K. Winn
Sep, 05 2022 · Business Owner Planning
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Key Components of Successful Financial Planning as a Small Business Owner

As a small business owner, you’re likely juggling tons of responsibilities to keep your business running smoothly and efficiently. These responsibilities include anything from accounting, marketing, and sales, to production, inventory management, and personal responsibilities. On top of that, you’ll probably have even more pressing tasks waiting – like keeping your business and personal finances…

Author
Christopher K. Winn
Aug, 08 2022 · Business Owner Planning
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How Much Money Do I Need To Retire With $100,000 a Year Income?

Is $100.000 a good salary and can you retire with a 100K yearly income? Read our blog to learn what it takes to create $100k of income per year in retirement.

Author
Christopher K. Winn
Jul, 24 2022 · All articles
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5 reasons why US inflation will remain growing

The latest inflation increase worldwide took many of us by surprise. Will the inflation rates and risks keep growing? How will it affect us? Read our blog to learn more.

Author
Christopher K. Winn
Jul, 18 2022 · All articles
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