Latest Blogs
See the latest blog below or select a blog by category.
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
Starting the Conversation About Money
March 9, 2020
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
February 4, 2020
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
January 30, 2020
 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
January 30, 2020
 What’s the difference between coaching and planning?  Listeners to my radio show may have heard me say that traditional financial planning is
Initial Consultation
January 30, 2020
 The first thing we’ll do when you set up a free initial consultation with us in one of our Goodlettsville, Cool Springs,
Business Owner Central
January 30, 2020
 Can your business fund your retirement? Do you want to know what your business is worth and gain better understanding of what you need
How the New Tax Laws Might Affect Your Financial Plan
January 28, 2020
The year 2020 brings in a new decade and it also brings new tax laws. These new laws affect financial planning, and we want you
A 2019 market recap—how not to be misled in 2020
January 21, 2020
Overall 2019 was a good year for returns in the stock market, but if you look at these returns without context, they can be very
Clarify Your Vision for 2020
December 27, 2019
I think about goals like driving down a road. I have milestones I want to reach as I continue to move forward in life. One
How Expectations Affect Our Investment Success
December 17, 2019
Our expectations shape our actions as humans, and investing is no different. The problem with investing, however, is that we can have misplaced expectations without
News and the Stock Market
December 17, 2019
Investors often freak out when they see negative news on TV, wondering what it means for their stock portfolio. Similarly, they often rejoice when good
The Government and Diversification
December 10, 2019
The DOW has been hitting record highs lately. Why? Because of the recent tax reductions and regulatory changes that have largely benefited these big companies.