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COVID-19 Tax Credits For The Self-Employed

Written by Winthrop Partners on February 12, 2021
Recently enacted legislation provides tax credits for Sick Leave and Family Leave for certain self-employed individuals. The new law provides a tax credit for Sick Leave for eligible self-employed individuals who were unable to perform services durin

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Steps To Secure Your Social Security Benefits

Written by Winthrop Partners on January 18, 2021
BEFORE YOU ARE AGE 40 Create your personal “my social security” account at ssa.gov Check your statement every year to assure you are getting credit for all your social security earnings. BEFORE YOU ARE AGE 62 Check your social security statement

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The Most Impactful Trends for 2021

Written by Winthrop Partners on January 4, 2021
2020 was a difficult and unusual year in almost every aspect.  Yet out of this turmoil rose many societal trends, inventions, and changes in government that are destined to shape the United States in the years to come.  Winthrop Partners ha

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What is a Fee-Only Fiduciary?

Written by Winthrop Partners on December 16, 2020
What is a Fee-Only Fiduciary and why is it important you choose one as your wealth manager? Why should working with a Fiduciary it be important to you? “A fiduciary is a person or organization that acts on behalf of another person(s), putting their

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Top Wealth Management Services

Written by Winthrop Partners on December 11, 2020
Fee-only Investment Management Wealth management generally revolves around investment management. This means the wealth manager is actively overseeing and managing portfolios for their clients. This may be accomplished with numerous different strateg

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Capitalism 5.0

Written by Tom Saunders on December 10, 2018
We at Winthrop Partners are conservative capitalist, but even as such, its hard not see that Capitalism is due for an update. We believe that we are in the 9th inning of Capitalism 4.0. Monopolies and Oligopolies are increasing, large swaths of the population feel disenfranchised, income inequality

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