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.
When Do You Need a Will?
When do you need a will? The answer is easy: right now.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
A four-step framework for building a personal legacy.
Do your insurance needs stay the same when the nest empties?
Even low inflation rates over an extended period of time can impact your finances in retirement.
It sounds simple, but paying yourself first can really pay off.
At what point can you call a personal vehicle commercial?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your capital gains tax.
Determine your potential long-term care needs and how long your current assets might last.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
$1 million in a diversified portfolio could help finance part of your retirement.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
It's easy to let investments accumulate like old receipts in a junk drawer.
It’s never a bad time to speak with your financial advisor about changes in your situation.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?