Understanding Today’s Financial Environment
Welcome, we are Ed & Maria Winters, financial professionals in Washington, NJ. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services area. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (908) 689-6800.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Bonds may outperform stocks one year only to have stocks rebound the next.
How long does a $20 bill last?
Simple steps may help you foil hackers and protect your privacy.
Second marriages are a trigger event to revisit any existing estate strategies.
Tips to avoid checking in luggage on your next vacation.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This questionnaire will help determine your tolerance for investment risk.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator shows how inflation over the years has impacted purchasing power.
There are a number of ways to withdraw money from a qualified retirement plan.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
With alternative investments, it’s critical to sort through the complexity.
Learn how to harness the power of compound interest for your investments.
All about how missing the best market days (or the worst!) might affect your portfolio.
When should you take your Social Security benefit?