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Blog

Grandparents with grandchildren.
Chad Winn | Jul 27, 2023

The Tricky Truth of Inheritance in the 21st Century

Family
Inheritances are a complicated thing. Not only are there often strings attached in the eyes of the government, unexpected taxes, and complicated bequeathments
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Close up portrait of child giving two thumbs up
Chad Winn | Jul 26, 2023

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Finance
Education

Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy

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A man sitting on a bench watching a plane take off
Chad Winn | Jul 21, 2023

When Vacations Go Wrong: 5 Costly Travel Mistakes & How to Avoid Them

Lifestyle
You can’t control everything when you travel. But you can control what you know, how you get ready to get away, and what you do while you’re vacationing. And
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Windy road.
Chad Winn | Jul 19, 2023

How to Crack Into the World of Financial Planning

Finance
Savings
Lifestyle
Millennials get a bad rep. Too often does the media say that they’re lazy, unmotivated to work hard, and frivolous with their spending habits. On a weekly basis
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Two people at work high fiving at a desk
Chad Winn | Jul 19, 2023

Unlock Your Earning Potential: 3 Essential Steps for Negotiating a Higher Salary in Your Next Job Offer

Lifestyle
Savings
Finance
Are you currently negotiating a new job offer or searching for a new role? This article aims to guide you on your journey. The question is: how do you ensure
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Man sitting on bench in park
Chad Winn | Jul 17, 2023

5 Amazing Places to Retire Outside of the U.S.

Lifestyle
Finance
Retirement
Real Estate
Tax Planning
Would you enjoy your retirement more in the U.S. or abroad?
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Image of houses in a suburban neighbourhood.
Chad Winn | Jul 14, 2023

First Time Homebuyer Tips

Property
Real Estate

Of all the things you’ll purchase in your lifetime, it’s likely that your home will be the largest, most expensive purchase you will ever make. While homes vary

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living-room
Chad Winn | Jul 12, 2023

Finance Home Costs

Finance
Property
Real Estate

There’s nothing more exciting than buying your first home. Whether it’s a condo for one, a sprawling mansion, or anything in between, buying your first home

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Happy couple.
Chad Winn | Jul 10, 2023

Pay Yourself First - The Holy Grail of Personal Finance

Finance
Lifestyle
Savings
Remember way back to your first paycheck. The moment you open the envelope anticipating the windfall when all your hard work pays off. Then, like a swift kick
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Married couple in front of lake.
Chad Winn | Jul 5, 2023

Financial Planning for Newlyweds

Finance
Lifestyle
Family
Congratulations Newlyweds! Your fresh union symbolizes a new beginning facing the world. But before the glow of wedded bliss wears, it’s crucial to talk about
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Man hiking in desert.
Chad Winn | Jun 30, 2023

8 Tips for Finding Balance Between Work and Life

FINRA Reviewed
Lifestyle
Family
It is no secret that the typical American is working long hours with little respite compared to other countries with large economies. Full-time employees report
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Outdoor pool next to ocean.
Chad Winn | Jun 26, 2023

How to Protect Your Finances While Traveling On Vacation

Education
Lifestyle
Family
Vacation season is almost upon us and, for many Americans who haven’t traveled abroad in several years, their vacations have been years in planning. However
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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.

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

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