WEEKLY
WRITINGS

FINANCIAL
PLANNING

MarKETS

All

Allow our words to help guide your financial journey

Welcome to the WINDERMERE blog

read more

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

read more

I make it a habit to follow and consume a variety of voices concerning investing and personal finance. I believe there is always something to be learned – both from those we agree with and those we may not be fully aligned with at all times. Earlier this week, I saw a post from an […]

Spend Less AND Spend More (?)

August 25, 2022

read more

If you’ve read the wildly popular book Atomic Habits, you may already be familiar with the work of its author, James Clear. James publishes a weekly newsletter called 3-2-1, in which he shares 3 ideas, 2 quotes, and 1 question to consider. (It’s a must read for me – feel free to subscribe here and […]

Spend Wisely

July 21, 2022

SUBMIT FORM

Not sure what step to take next?  No problem -send us a message using this form and we'll be in touch soon to figure it out - together

Reach out

Hope to hear from or see you soon. In the meantime, travel on!

FOLLOW ON INSTAGRAM

Your message has been sent. We'll be in touch shortly.

Thank you.

Follow us on Instagram

@windermerewealth