Skip to main content
menu

     

  • Home
  • About
    • Value Proposition Statement
    • Understanding Your Goals
    • Who We Serve
    • Our Associates
    • Blog
    • Events
    • WFG Pets
  • Our Process
  • Our Services
  • Resources
    • Financial Calculators
    • LPL Market Commentary
    • LPL Research
  • Young Adults
    • Young Adults Blog
  • Digital Investment Experience
  • Contact
  • Client Login
  • Sombrero Peak

Blog

Top 5 Financial Terms You Should Understand
Chad Winn | Oct 20, 2023

Top 5 Financial Terms You Should Understand

Finance
Investments

In recent weeks, you may have heard the word recession a lot. You may even have a vague understanding of what a recession is, but would like a better

Read More
Set of keys beside miniature house
Chad Winn | Oct 11, 2023

Negotiating a Great Mortgage in a High Rate Environment

Investments
Property
Real Estate
Finance
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra
Read More
Tablet on a table with a coffee cup. On the tablet screen is several charts and graphs
Chad Winn | Oct 11, 2023

The Basics of Keeping a Balanced Investment Portfolio

Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
Read More
debtnew
Chad Winn | Oct 2, 2023

How to Protect Yourself from Zombie Debt

Finance
Risk Management

While the name may be amusing the reality of zombie debt is anything but funny. Zombie debt is old debt that has been written off years ago, only to be sold to

Read More
Business page of a newspaper
Chad Winn | Sep 28, 2023

Navigating Fiscal Dramas and Market Downturns: What You Need to Know

Investments
Savings
Risk Management
The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic indicators, political events, and public
Read More
Elderly person holding a stress ball
Chad Winn | Sep 25, 2023

How to Plan Long-Term Care Before You Need It

Finance

It’s daunting to think about the day when you may not be able to live independently and care for yourself. But planning early for long-term care can keep you

Read More
Businessman using a laptop and smartphone
Chad Winn | Sep 22, 2023

Understanding Exchange-Traded Funds

Finance

Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar with all options for investing. If you’d

Read More
desk with laptops
Chad Winn | Sep 20, 2023

The Value of Investing with a Financial Professional Instead of a Do-It-Yourself Approach

Finance

Paying fees for professional investment management is something we’d all like to avoid. Why pay for some guy in a suit to manage your investments when you can

Read More
Young professional women in a meeting
Chad Winn | Sep 18, 2023

Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce

Finance

If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new

Read More
Happy elderly couple holding yellow flowers
Chad Winn | Sep 15, 2023

Should You Retire at the Same Time As Your Spouse?

Retirement

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

Read More
Senior couple in a meeting with a financial professional
Chad Winn | Sep 13, 2023

The Risk of Reverse Dollar-Cost Averaging for Retirees

Retirement
Investments
What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed income?
Read More
Woman in grad cap and gown sitting on stairs and smiling. She's wearing a ribbon that says Doctor of Medicine
Chad Winn | Sep 11, 2023

The Pros and Cons of Investing in a 529 Plan for College

College
Savings
One of the best ways to prepare for the cost of college is to start saving early. Here are some pros and cons of a 529 savings plan to consider.
Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 2
  • Page 3
  • Page 4
  • Page 5
  • Current page 6
  • Page 7
  • Page 8
  • Page 9
  • Page 10
  • Next page Next ›
  • Last page Last »

Get in Touch

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.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

LPL Financial Form CRS

© 2025 Winn Financial Group All rights reserved.