Financial Planning for Divorce
February 12, 2021
When I asked Arlene Brown, Certified Divorce Financial Analyst® and Chartered Financial Consultant®, the first word to come to her mind with the word “divorce”
Latest Blogs
See the latest blog below or select a blog by category.
Read More
Special Needs Planning for 2021
January 26, 2021
Can you believe it’s 2021? As we leave 2020 behind, I am reminded of the many challenges that we all faced. We all were affected—some
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.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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