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Allow our words to help guide your financial journey

Welcome to the WINDERMERE blog

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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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The SECURE Act (“Setting Every Community Up for Retirement Enhancement”) was signed into law in the final days of 2019.  It includes significant changes to retirement savings and will affect many individuals, most notably those in or nearing retirement, new parents, small business owners and employees and could also have a major impact on estate […]

SECURE Act – Highlights and What to do Now

January 18, 2020

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