3325 Cochran Street
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Simi Valley, CA 93063

Winthco Wealth Management

 
Jane Bond: Infiltrating the Market Should I Invest In REITs? What Our Kids Can Teach us About Saving Money The Fed and How It Got That Way

Winthco Wealth Management

Winthco Wealth Management is a wealth management solutions company dedicated to helping our clients pursue their financial goals by offering sound tax advice and sound wealth guidance by experienced financial consultants. Our team of professionals is comprised of CPA's and licensed financial advisors, so you can be certain your wealth and future are handled by some of the most qualified in the industry. We are also dedicated to developing a personal relationship with our clients and nurturing that relationship through time.The difference in our firm is woven through every aspect of our business; the integrity in which we operate, our experience in finance, as well as our responsive nature to our clients. Discover the Winthco Wealth Management difference today.

 

Helpful Content

Is a Variable Annuity Right for Me?

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

Earnings for All Seasons

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

Your Personal Recovery

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

 

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

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Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Doubling Your Money

This calculator demonstrates the power of compound interest.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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When Do You Need a Will?

When do you need a will? The answer is easy: right now.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

Rightsizing for Retirement

What does your home really cost?

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

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