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Welcome to the WINDERMERE blog

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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

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Holiday season – the perfect time to bake cookies, put up decorations, enjoy time with family and friends – and of course check on the funding status of your retirement plans! I recently worked on this with a client and thought it would be helpful to share. There are a variety of retirement plans that […]

Client Question: Maxing out Retirement Plans

December 1, 2022

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Each quarter, we will share three things that we are keeping Top of Mind Here’s our latest list: 1.) 2019 Contribution Limits – I know – 2018 is barely over and you’re still working on tax prep for last year. I get it – but it’s never too early to start planning your savings for the […]

Top of Mind (Q1 2019)

January 11, 2019

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