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.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
There are four very good reasons to start investing. Do you know what they are?
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Use this calculator to estimate your capital gains tax.
Assess whether you are running “in the black” or “in the red” each month.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
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.
It’s never a bad time to speak with your financial advisor about changes in your situation.
There are three things to consider before dipping into retirement savings to pay for college.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.