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Blog

A retiree couple in a meeting with a professional. They are all looking at a laptop screen
Chad Winn | May 20, 2023

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
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A desk with office supplies on it. In the middle of the desk is an open journal with a heading that reads "Finance Tracker". Under the journal is a piece of paper that reads "Monthly Budget Overview", and has several columns on it for tracking expenses.
Chad Winn | May 19, 2023

Financial Planning Basics: Creating and Maintaining a Budget

Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
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Two women sitting outside on a patio. One woman is playing guitar, and the other is listening and smiling.
Chad Winn | May 18, 2023

Is it Always Better to Purchase a Home?

Real Estate
Property
While homeownership is a goal for many, there are a few things to consider before looking to buy.
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kid
Chad Winn | May 18, 2023

Financial Literacy for Children

Education
Family
Finance

In a recent survey by JumpStart Coalition for Financial Literacy, only 26 percent of those between the ages of 13-21 said that they had been taught how to

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coins in a cup with growing plant
Chad Winn | May 16, 2023

What are the Benefits of Saving Early?

Savings
Finance
For many Americans, the art of saving is something that they have yet to master. This is especially true for those who have just entered the workforce or have
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Hand holding a large bundle of balloons
Chad Winn | May 10, 2023

What to Do With with a Sudden Windfall

Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
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A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.
Chad Winn | May 9, 2023

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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Focused young woman shopping online on her laptop
Chad Winn | May 4, 2023

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
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Married couple a bench staring at ocean.
Chad Winn | May 2, 2023

Beneficiary Benefits—Keeping Designees Updated Matters Big Time

Insurance
Family
The term beneficiary crops up every now and again. Usually you’ll see it on an insurance form or hear about it in relation to a will, but despite the
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image
Chad Winn | May 1, 2023

Why Financial Literacy is Important

Finance

Being financially literate in today’s economic climate is more important than ever. Understanding finances can help you make better money management decisions

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Happy couple sitting in a park with their dog
Chad Winn | Apr 27, 2023

Financial Management for Couples: When a Spender and a Saver Fall in Love

Finance
Relationships can be filled with tricky financial situations. Here are some tips on navigating money management as a team.
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Happy elderly couple holding yellow flowers
Chad Winn | Apr 25, 2023

Should You Retire at the Same Time As Your Spouse? 

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the

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Contact Info

520-903-6807
info@winnfinancialgroup.com

    

Office

2960 N. Swan Rd, STE 216.
Tucson AZ 85712

Securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

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