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Allow our words to help guide your financial journey

Welcome to the WINDERMERE blog

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I talked with a Client this week about what to expect as his granddaughter (for whom he has established a custodial account) approaches her twenty first birthday. Let’s take a closer look at custodial accounts as many of your have children in your lives you care about – and the future will be here before […]

Client Question: Custodial Accounts

September 11, 2024

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Class is in session! Twice this week, I had discussions with clients about what information should be shared with their young adult/teenage children and grandchildren as it relates to finances and investing. I always enjoy these discussions. It’s a honor to speak with young adults and add some much needed context to a topic that […]

Client Question: Young Adults & Investing

June 16, 2022

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