Latest Blogs
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Chapter 6: Annuities
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?
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
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
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
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
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
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!
“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
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?
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!
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
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
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
What Kind of Life Insurance Is Best for Me?
Life insurance is a great way to protect your assets and your loved ones, but what kind is best? How do you know if
Starting the Conversation About Money
It is easy for women get animated when they talk about shoes. We can also get excited talking about travel, wine, and our grandchildren (but
What Makes Paul Winkler, Inc. Different
Investors are bombarded with information on the best ways to invest and handle their finances. But they may not realize that much of the information they get
Investing Mistakes
Successful people learn from the mistakes of others, yet the investment world is littered with people making the same missteps over and over
Coaching vs. Planning
What’s the difference between coaching and planning? Listeners to my radio show may have heard me say that traditional financial planning is