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Welcome to the WINDERMERE blog

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In talking with a client this week, the subject of property and casualty insurance came up and I mentioned umbrella policies. She had not heard the term before. This is an important type of insurance to have in place as you age and your earnings and net worth increases. Let’s cover the highlights below but […]

Client Question: Umbrella Policy

March 21, 2024

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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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Every once in a while, I have a topic come up in multiple client conversations in a given week – and this week that happened with life insurance. I’m taking that as a sign that it’s a good time to cover a few considerations with this topic! Please note that I’m not going to address […]

Client Question: Life Insurance

April 27, 2023

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If you are at or nearing Medicare age, you are well aware of its underlying complexities. We frequently work with clients as they navigate this program – but always recommend the inclusion of a Medicare insurance advisor/broker as well, given the intricacies and considerable nuances. One such nuance that a client just ran across this […]

Client Question: Medicare Income Related Monthly Adjustment Amounts (IRMAA)

August 11, 2022


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