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Allow our words to help guide your financial journey

Welcome to the WINDERMERE blog

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A client reached out this week to discuss ways she could best help a family member financially. She was curious what the implications were if she gifted the funds versus setting up a loan. I thought it was a great topic to share more broadly, so let’s dive in. Start with your intentions Before you […]

Client Question: How to Help a Family Member Financially

February 16, 2023

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Each quarter, we will share three things that we are keeping Top of Mind Here’s our latest list: 1.)Social Security – It’s an incredibly complex system that despite paying into it for our entire careers, few of us fully understand. Not to fear, we are here to help! Here are a few things to keep in […]

Top of Mind (Q3 2018)

October 8, 2018

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