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Blog

Latest Blogs

See the latest blog below or select a blog by category.

A 2020 Investing Lesson for 2021

January 14, 2021

2020 was certainly a year to remember. One popular meme on New Years said, “I’m going to stay up on New Year’s Eve this year.

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Chapter 8: Taxable Accounts

November 30, 2020

In a previous chapter, we spent time on the concept of tax-advantaged investing. The idea with tax-advantaged investing is that there are special investment accounts

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Women and Social Security Benefits

November 11, 2020

The phrase “Hindsight is 2020” sure has taken on a new meaning this year. If anyone had told me on New Year’s Day 2020 what

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Chapter 7: Real estate investing

August 12, 2020

Many believe that real estate investments are one of the best ways to build wealth. We often hear “rags to riches” stories of those who

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Arlene’s American Dream

July 4, 2020

A couple of weeks ago, I was watching a cable news show and one of the guests said the world would be a better place

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Chapter 6: Annuities

July 1, 2020

Much of the information about annuities found on the internet, in books, and on the radio seems contradictory and downright confusing to the public. Why

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Ladies, what if he goes first?

June 19, 2020

I believe that marriage is one of the greatest experiences a person can have and staying happily married is one of the best achievements in

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Chapter 5: Tax-advantaged investing

June 15, 2020

It has been said that the only certainties in life are death and taxes. While that may be true, we can minimize the latter with

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Chapter 4: How to find the purpose of our money

May 28, 2020

Let’s face it, getting motivated to prepare for our financial future can be tough. And staying motivated is an additional challenge. There will always be something more

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The Amygdala Hijack and how to stop making investing mistakes

May 19, 2020

We all know that the Coronavirus has affected just about everything, from the stock market, to how we work, to whether we can go out

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Chapter 3: Financial planning: special goal funds

May 13, 2020

First, a word on debt There are many books out there on debt, its problems, and how to overcome them, so I won’t belabor the

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Chapter 2: The foundation: savings and emergency funds

April 29, 2020

One of the most important things to focus on when building a home is the foundation. If you build on a poor foundation, it won’t

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Women, COVID-19, and New Realities!

April 22, 2020

“Between stimulus and response there is a space. In that space is our power to choose our response. In our response lies our growth and

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Chapter 1: Building a plan to achieve your financial ambitions

April 15, 2020

At the beginning of every year, Americans engage in the tradition of setting New Year’s Resolutions. The resolutions may range from losing weight, getting in

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Why do you need a financial advisor?

April 3, 2020

Many of us learned about finances through trial and error. No one taught us how to file our taxes, what types of insurance we should

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The Market Downturn is Not a Loss—It’s a Sale!

March 20, 2020

Last month we talked about how we ladies love talking about shoes, grandchildren, travel, wine, etc. But what about a great sale??? I think we

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Our Business Continuity Amidst the Coronavirus

March 20, 2020

Paul Winkler, Inc. takes care to provide a secure environment to service you and your financial needs, and to offer you many ways to work

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The Paul Winkler, Inc. Story

March 12, 2020

My Start Like countless others in the financial services industry, I entered the world of finance through insurance and mutual fund sales. I will never

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Our Women’s Initiative

March 10, 2020
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What Kind of Life Insurance Is Best for Me?

March 9, 2020

 Life insurance is a great way to protect your assets and your loved ones, but what kind is best? How do you know if

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