Get Your Tax Refund!
Winthco Wealth Management "WE ARE OPEN" during the “stay at home” order. We accept secure drop off, email and or phone appointments to get you your tax refund ASAP!!! Please call and make an appointment (805)583-2720. www.winthcowealthmanagement.com
Three tips for giving smart from the heart.
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Charitable Giving: Smart from the Heart
Your financial future is calling. Develop a strategy for your investments today.
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The Cost of Procrastination
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
Many have heard they should avoid probate; do you understand what probate is and how it works?
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Problems with Probate
Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
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9 Facts About Social Security
Have you used a junk-drawer approach to manage your investments? #InvestmentStrategy
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The Junk Drawer Approach to Investing
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
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Monthly Market Insights | October 2020
You've allocated your assets; you just may not realize it yet. #AssetAllocation
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Asset Allocation
Here are 5 facts about Social Security you absolutely need to know. #socialsecurity #retirement
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Social Security: Five Facts You Need to Know
Facing divorce? Don't overlook changes to your insurance coverage. #divorce #insurance
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What You Should Do About Insurance Following a Divorce
A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement
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Social Security: Maximizing Benefits
“The only things certain in life are death and taxes.” Benjamin Franklin #LifeInsurance
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The Other Sure Thing
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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Bridging the Confidence Gap
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
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When Heirs are Imperfect
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
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What If You Get Audited?
When you chase the market, it’s easy to fall behind. Develop a sound investment strategy.
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Events on Wall Street
Do you know how missing the best and worst market days might affect your #portfolio?
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It Was the Best of Times, It Was the Worst of Times
When the rules of the game change, tactics should follow in response to the new landscape.
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Revising Estate Strategy Assumptions
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
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“Dirty Dozen” Tax Scams to Watch For
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
How will your investments weather the ups and downs of the business cycle?
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The Business Cycle
Did you know that women control 51% of all personal wealth in the United States?
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Women on the Rise
What do you think your #retirement will be like? Attitudes are changing, and many are working in their #goldenyear
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Retirement Redefined
In October, stock prices felt increased pressure due to inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases.
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Monthly Market Insights | November 2020
Many have heard they should avoid probate; do you understand what probate is and how it works?
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Problems with Probate
Even low inflation rates can pose a threat to investment
returns. #inflation #investment
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Inflation and Your Portfolio
Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.
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A Taxing Story: Capital Gains and Losses
There’s no shortage of investment analysis for anyone interested. What’s important to understand?
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Types of Stock Market Analysis
Are you ready for school—again?
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Estimating the Cost of College
What can a fairy tale teach us about goal-setting success? Watch our video and find out.
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Once Upon a Goal
Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
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www.winthcowealthmanagement.com
What does it actually cost to raise a child? You might be surprised.
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www.winthcowealthmanagement.com
If you don’t have an #estatestrategy, here’s some reasons why you should.
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www.winthcowealthmanagement.com
Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
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Fallen Tree Damage—Who Pays?
In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events.
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Monthly Market Insights | December 2020
Doing some #HomeImprovement? There's one item that most homeowners overlook when undertaking remodeling projects.
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The Most Overlooked Item of Any Home Improvement
Health-care coverage (including Medicare) typically does not cover extended medical care. #Medicare
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Money that Buys Good Health is Never Ill Spent
With increasing wealth comes unique financial challenges.
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Investment Challenges of the Affluent Investor
Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more. #BuyLowSellHigh
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The Cycle of Investing
Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.
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The Cost of Medical Care
Have a strategy for discussing healthcare with your parents. #AgingParents
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Caring for Aging Parents
How much is enough for your emergency fund?
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Your Emergency Fund: How Much Is Enough?
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
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Tax Deductions You Won't Believe
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
Earnings season can move markets. Find out why.
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Earnings for All Seasons
Whether you realize it or not, you’ve allocated your assets.
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A Decision Not Made Is Still a Decision
Some simple, inexpensive energy-saving tips that may help you save money.
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A Penny Saved is Two Pennies Earned
D&O #insurance can be a risk management tool for small businesses, non-profits and educational institutions.
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Directors and Officers Liability Insurance
Finding the proper #insurance for your #condo means knowing what is covered by the association’s insurance.
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A Brief Guide To Condo Insurance
Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
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Put It in a Letter
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
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Monthly Market Insights | January 2021
What do you need to know in the face of post COVID-19 volatility?
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Pullbacks, Corrections, and Bear Markets
Your ideal #retirement may differ from reality, but we can work together to better align the two.
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RE: Retirement
Does your #insurance cover you if you get into an accident with an uninsured driver?
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Protection Against Uninsured Drivers
An ILIT could play a role in your estate strategy.
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A Primer on Irrevocable Life Insurance Trusts
Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
WINTHCOWEALTHMANAGEMENT.COM
Put It in a Letter
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
WINTHCOWEALTHMANAGEMENT.COM
Monthly Market Insights | January 2021
Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn more here.
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How Retirement Spending Changes With Time
The #StockMarket has a long and storied history, from the Dutch East India Company to Wall St.
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From Boats to Brokers
Your ideal #retirement may differ from reality, but we can work together to better align the two.
WINTHCOWEALTHMANAGEMENT.COM
RE: Retirement
Does your #insurance cover you if you get into an accident with an uninsured driver?
WINTHCOWEALTHMANAGEMENT.COM
Protection Against Uninsured Drivers
An ILIT could play a role in your estate strategy.
WINTHCOWEALTHMANAGEMENT.COM
A Primer on Irrevocable Life Insurance Trusts
Periodic withdrawals in retirement may not be such a good idea.
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Systematic Withdrawals in Retirement
Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
WINTHCOWEALTHMANAGEMENT.COM
9 Facts About Social Security
The tax rules that govern donating art are complex and confusing. #taxes #art
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Donating Art: Taxation Abstraction
Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn more here.
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How Retirement Spending Changes With Time
The #StockMarket has a long and storied history, from the Dutch East India Company to Wall St.
WINTHCOWEALTHMANAGEMENT.COM
From Boats to Brokers
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
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Monthly Market Insights | February 2021
There’s no shortage of investment analysis for anyone interested. What’s important to understand?
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Types of Stock Market Analysis
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS
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TIPS for Inflation
The reasons to #invest may have nothing to do with your #retirement. Here are four good reasons.
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Four Really Good Reasons to Invest
Periodic withdrawals in retirement may not be such a good idea.
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Systematic Withdrawals in Retirement
Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas.
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Creative Ways to Motivate Your Employees
Agent Jane Bond wants you to know about how bonds help diversify a portfolio.
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Jane Bond: Decoding Diversification
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
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Monthly Market Insights | February 2021
There’s no shortage of investment analysis for anyone interested. What’s important to understand?
WINTHCOWEALTHMANAGEMENT.COM
Types of Stock Market Analysis
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS
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TIPS for Inflation
Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.
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The Business Cycle
Want to test your life insurance knowledge? Take our quiz and find out where you rank.
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Test Your Life Insurance Knowledge
Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas.
WINTHCOWEALTHMANAGEMENT.COM
Creative Ways to Motivate Your Employees
Agent Jane Bond wants you to know about how bonds help diversify a portfolio.
WINTHCOWEALTHMANAGEMENT.COM
Jane Bond: Decoding Diversification
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
WINTHCOWEALTHMANAGEMENT.COM
Monthly Market Insights | February 2021
When you chase the market, it’s easy to fall behind. Develop a sound investment strategy.
WINTHCOWEALTHMANAGEMENT.COM
Events on Wall Street
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
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Value vs. Growth Investing
[Video] Agent Jane Bond wants you to know about the basics of the #bond #market.
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Jane Bond: Infiltrating the Market
Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.
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The Business Cycle
Want to test your life insurance knowledge? Take our quiz and find out where you rank.
WINTHCOWEALTHMANAGEMENT.COM
Test Your Life Insurance Knowledge
It isn't whether you should have auto insurance - it's what kind you should have. #autoinsurance
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The ABC’s of Auto Insurance
Take an inside look into Simplified Employee Pension plans.
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Is a SEP-IRA Right for Your Business?
When you chase the market, it’s easy to fall behind. Develop a sound investment strategy.
WINTHCOWEALTHMANAGEMENT.COM
Events on Wall Street
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
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Value vs. Growth Investing
[Video] Agent Jane Bond wants you to know about the basics of the #bond #market.
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Jane Bond: Infiltrating the Market
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
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Monthly Market Insights | March 2021
Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.
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Why Medicare Should Be Part of Your Retirement Strategy
Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance
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Rebalancing Your Portfolio
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
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Mutual Funds vs. ETFs
It isn't whether you should have auto insurance - it's what kind you should have. #autoinsurance
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The ABC’s of Auto Insurance
You can help ensure that losing your wallet doesn't turn into something bigger.
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What to Do When You Lose Your Wallet
Do you have a will? Is it updated?
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When Do You Need a Will?
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
WINTHCOWEALTHMANAGEMENT.COM
Monthly Market Insights | March 2021
Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.
WINTHCOWEALTHMANAGEMENT.COM
Why Medicare Should Be Part of Your Retirement Strategy
Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance
WINTHCOWEALTHMANAGEMENT.COM
Rebalancing Your Portfolio
A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement
WINTHCOWEALTHMANAGEMENT.COM
Social Security: Maximizing Benefits
Can group and private disability policies work together? #DisabilityInsurance
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Can Group, Private Disability Policies Work Together?
Retiring? Remaining flexible may help you meet the challenges of uncertainty.
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Certain Uncertainties in Retirement
You can help ensure that losing your wallet doesn't turn into something bigger.
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What to Do When You Lose Your Wallet
Do you have a will? Is it updated?
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When Do You Need a Will?
Learn how #insurance #deductibles work, and how they can help you save money.
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How Insurance Deductibles Work
Do you know the difference between a global mutual fund and an international mutual fund?
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Global and International Funds
A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement
WINTHCOWEALTHMANAGEMENT.COM
Social Security: Maximizing Benefits
Can group and private disability policies work together? #DisabilityInsurance
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Can Group, Private Disability Policies Work Together?
Retiring? Remaining flexible may help you meet the challenges of uncertainty.
WINTHCOWEALTHMANAGEMENT.COM
Certain Uncertainties in Retirement
