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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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
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
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
Curiously, when choosing a Financial Adviser, there is one big criterion to deemphasize and a dozen more important criteria to focus upon. A Four-Step Guide: Step One: Deemphasize Performance. Selecting a Financial Adviser by their purported in