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Allow our words to help guide your financial journey

Welcome to the WINDERMERE blog

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It wasn’t all that long ago that inflation was a seemingly theoretical discussion topic.  We’d bring it up to clients (usually during a financial planning future illustration) and try to find a way to explain it.  “Your money will be worth less over time” or “your purchasing power will decline” were phrases we’d use. While […]

Client Question: Series I Savings Bonds

September 1, 2022

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One thing you have to love about the world of finance is all the acronyms! It can be hard to keep track of them all. A recent headline made me laugh when I read it – “Forget TINA, get reacquainted with CINDY.” No, the article was not talking about long lost friends. It was referring […]

Say bye to TINA and hello to CINDY

July 29, 2022

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