Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At Win Financial Strategies, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
When you’re married and have children, insurance needs will be different.
Here’s a guide to explain all the parts of Medicare.
These food myths will really put a drain on your wallet.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Tips to avoid checking in luggage on your next vacation.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you may need to save for retirement.
Estimate your monthly and annual income from various IRA types.
This calculator demonstrates the power of compound interest.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you should be saving for college.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Around the country, attitudes about retirement are shifting.
Do you know these three personal finance sayings?
What does your home really cost?
What are your options for investing in emerging markets?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Do you have causes that you want to support with donations? Here are three tips.