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Welcome to the WINDERMERE blog

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Happy new year! I trust that you had a great holiday season and are ready for a wonderful year ahead. The calendar turned to a new year only a few days ago and already the markets and business media are off and running with their 2024 predictions. Countless money managers and economists are filing the […]

Welcome 2024!

January 4, 2024

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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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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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While listening to “Happier with Gretchen Rubin” last year, I was introduced to this concept. It’s simple – you create a list of items (the number of which corresponds with the year – hence 19 for 2019) you wish to accomplish in the new year. There are no rules – you decide what goes on […]

19 for 2019

January 11, 2019


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