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Welcome to the WINDERMERE blog

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When working on financial plan illustrations for clients, I request quite a bit of information. If they are not yet claiming social security, I will include a Social Security Statement in that request list. Often times, I’m asked what that is and how they can retrieve it, so let’s cover that question today. What is […]

Client Question: Social Security Statement

January 26, 2023

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Last week, I featured a question from a client about accessing and reviewing your credit report. I thought a helpful follow-up to that could be reviewing credit scores. Here we go! What’s the purpose of a credit score? When a borrower loans you money, their main concern is whether or not you will ultimately pay […]

Client Question: Credit Score Refresher

January 19, 2023

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A client received a strange letter in the mail this past week. It was from a bank (with which they have no relationship) stating that her husband’s auto loan had been approved. She wisely did not want to contact the number listed on the letter. She reached out to the bank directly (via the number […]

Client Question: Credit Report

January 12, 2023

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Happy 2023! I realize we are only a few days into the new year. Perhaps you’re still writing/saying 2022, taking down holiday decorations, working on your new year’s resolutions, or struggling getting back into your routine after a nice vacation. All of those are understandable – go easy on yourself! However, if you are all […]

Client Question – Start of Year Considerations

January 5, 2023

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The end of the calendar year is a busy time for many reasons – holiday parties, shopping, open enrollment, utilization of flex spend dollars, and of course – tax strategizing! I work closely with clients to review their year-to-date estimated taxes and see if there are some strategies they wish to employ before the end […]

Client Question: Charitable Deduction “Bunching”

December 15, 2022

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Taxes – everyone’s favorite subject! I’ve been working with several clients in the past month to process Required Minimum Distributions. As those amounts are taxable, as part of that process, I consult with their tax advisors to run a quick tax estimate and calculate the appropriate withholding amount. As I’ve worked thru this process, it […]

Client Question: Tax Withholding

December 8, 2022

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Holiday season – the perfect time to bake cookies, put up decorations, enjoy time with family and friends – and of course check on the funding status of your retirement plans! I recently worked on this with a client and thought it would be helpful to share. There are a variety of retirement plans that […]

Client Question: Maxing out Retirement Plans

December 1, 2022

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At some time in your life (and perhaps during the holiday season), you may be positioned to gift (or receive) a meaningfully sized gift of money or another asset. A client is on the receiving end of that equation and reached out for a discussion about gifting and the potential tax implications. Very timely topic […]

Client Question: Gifting Considerations

November 17, 2022

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When you think of this time of year and harvesting, your mind may go to crops and farming. But don’t forget about harvesting investment losses as well. This topic came up with a client recently who asked for a reminder on why it can be a useful strategy, especially in a down year such as […]

Client Question: Harvest Season

November 3, 2022

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A client recently reached out to set a time to review her benefits during Open Enrollment. This is a great practice and one I thought would be worth sharing in this week’s column What is Open Enrollment? Every year, employees are able to review and make changes to employee benefits during a process called Open […]

Client Question: Open Enrollment

October 27, 2022


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