Did you know that 50% of people in the U.S. don’t inherit anything from friends or family? Today, Paul talks about why waiting for an inheritance is not a financial plan and why some people who believe they are getting an inheritance are in for a rude awakening when they realize how some older investors are investing in CDs and annuities and using other head-scratching strategies.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
Today, Paul highlights three phrases to be wary of in a financial advisor’s disclosure document (ADV Part 2): “fundamental analysis,” “technical analysis,”
Today, Paul invites Michael Sharpnack onto the show to talk about some common misconceptions about how to take an income in retirement.
Today, Paul invites Michael Sharpnack onto the show, where the two talk about their trip to the Murfreesboro office and about some
Advisory services offered through Paul Winkler, Inc., an SEC Registered Investment Advisor. Paul Winkler, Inc. does not provide tax or legal advice: please consult your tax or legal advisor regarding your particular situation. All information contained on the Paul Winkler, Inc. website, including information in our newsletters, as well as information posted on social media, is for general informational purposes only, and should not be considered an individualized recommendation or personalized investment advice. We do not intend for this website to be utilized by any persons who are covered under the GDPR.
