Allow our words to help guide your financial journey

Welcome to the WINDERMERE blog

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I’ve had quite a few client meetings this week as we all re-enter the real world after a nice Thanksgiving break (hope you enjoyed the holiday!). During each of these meetings, I’ve provided clients with year-end action items that need to be taken care of before we turn the calendar to 2024. If you are […]

Client Question: Year-End Action Items

November 30, 2023

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Inflation has been a headwind for many of us in many areas of our lives over the past few years. One way it has helped us (perhaps without us even noticing) is its impact on income taxes. I explained this dynamic to a client earlier this week and thought it was worth pointing out here […]

Client Question: Taxes and Inflation

November 16, 2023

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With open enrollment season approaching, I was talking with a client about health care coverage and the accounts that are offered to help fund health care costs. Under her health insurance plan, she has the option to use a Flex Spending Account and under her husband’s plan, he can use a Health Savings Account. We […]

Client Question: Flex Spending & Health Savings

November 8, 2023

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We’ve written about education savings accounts (known as 529 plans) in the past (you can read initial post here). I was working with clients on 529 plan funding approach this week and they asked what happens if the accounts are overfunded. While this doesn’t seem to happen all that often, it certainly is a possibility, […]

Client Question: Excess 529 Plan Funds

October 26, 2023

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It’s almost that time of year when you start to think “what was it that I needed to get done before 12/31 again?” – both on a personal and financial level. A popular item in the financial column is the processing of Required Minimum Distributions from pre-tax investment accounts. We covered this question/topic in detail […]

Client Question: RMD Rules Now

September 27, 2023

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This week, I’ve had a few discussions with clients concerning areas of their financial journey beyond investments – areas such as income taxes, life insurance, and estate planning. A common theme to those discussions is the need to surround oneself with qualified and trusted advisors. Let’s take a closer look! Beyond Investments At Windermere, our […]

Client Question: Building an Advisory Team

September 21, 2023

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I spoke with a client this week about funding a Roth IRA for their child. This is a great gift idea, as well as a sound financial strategy, so I thought I’d review it this week I’ve written quite a bit about Roth IRAs versus traditional IRAs in the past. (you can find one such […]

Client Question: Fund Roth for a Child

August 22, 2023

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I met with clients this week that own a home in another state. They have owned it for a few years and during that time, they have used it mostly for their personal use (themselves and family). In the past year, they have started renting the property out to tenants. When the house was first […]

Client Question: Rental Property Considerations

August 17, 2023

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While meeting with a prospective client earlier this week, he asked about a key differentiating factor in the world of financial advisors. Specifically, he asked what makes a financial advisor a fiduciary (which Windermere and its advisors are). This is an excellent concept for everyone to understand so let’s dive in What is Fiduciary Duty […]

Client Question: What is a Fiduciary?

August 10, 2023

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A client reached out this week inquiring asking for help to decipher the various types of fees being charged by another financial advisor to a family member. I thought it was a great topic to cover as there can be lot of confusion (and not much clarity) on this topic. While this may be a […]

Client Question: Fees for Financial Advice

July 13, 2023


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