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Welcome to the WINDERMERE blog

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Don’t look now – the 2023 tax filing due date (without extension) is only a month away. As the date approaches, you may have questions on certain tax-related matters (there a lot of things to keep track of!) As a result, I thought I’d cover a question I received from a client this past week […]

Client Question: IRA Funding Deadlines

March 14, 2024

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I spoke with a client this week about funding a Roth IRA for their child. This is a great gift idea, as well as a sound financial strategy, so I thought I’d review it this week I’ve written quite a bit about Roth IRAs versus traditional IRAs in the past. (you can find one such […]

Client Question: Fund Roth for a Child

August 22, 2023

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I onboarded a new client this week, and within minutes of looking at his pre-existing Roth IRA and tax returns for the given years, I realized he had made improper contributions to his account (due to exceeding the income limit). While he had an advisor helping him, that individual did not confirm my new client’s […]

Client Question: Improper Roth Contribution

May 18, 2023

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We’re in the homestretch of the 2022 tax season and as a result, I’ve been fielding questions about IRA and Roth IRA funding. I recently helped a few clients contribute to Roth IRAs (despite being over the income limit) and thought it may be a useful item to touch on this week Wait, what’s a […]

Client Question: Roth IRA Funding

March 30, 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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A client reached out this week, expressing concerns about the decline in her portfolio. As I started to provide my rationale for staying the course and how markets go thru cycles, etc. , she said “thanks, I just need the hang in there pep talk once in a while.” Don’t we all? It has been […]

Go Ahead, Take the Next Step

October 20, 2022

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Class is in session! Twice this week, I had discussions with clients about what information should be shared with their young adult/teenage children and grandchildren as it relates to finances and investing. I always enjoy these discussions. It’s a honor to speak with young adults and add some much needed context to a topic that […]

Client Question: Young Adults & Investing

June 16, 2022


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