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.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
There’s a link between debt and stress.
When you’re married and have children, insurance needs will be different.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Do you understand these common mobile slang terms?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares the financial impact of leasing versus buying an automobile.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator will help determine whether you should invest funds or pay down debt.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Smart investors take the time to separate emotion from fact.
When do you need a will? The answer is easy: Right Now.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Peer-to-peer payment apps are one of the newest ways to send money.
With alternative investments, it’s critical to sort through the complexity.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.