2024-01-03 20:01
If you’re like me every January I work on a new healthier me; I start exercising more (start being the key word) and I eat healthier. But, what about an additional New Year&rsqu… Read More
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chris turpin
Welcome to our wealth management firm and financial advisors news page. Our certified financial planners write the different wealth planning news stories.
2023-12-06 18:48
We enjoy being a part of this community and are thankful that we can contribute to our community through volunteerism, donations, and company sponsorships. We have partnered with the f… Read More
2023-11-07 15:57
Who is eligible?
Individuals 65 or older
Individuals receiving social security disability benefits for 24 months
Kidney failure
Four types of medical coverage:
Part A – Hospita… Read More
2023-11-07 15:57
We have all been there, young and adult, just starting a full-time job and not sure how to organize my finances: I remember asking – what is my first priority?
We are willing to… Read More
2023-10-31 14:14
We are excited to introduce our new Strategic Partner, Dr. Chris Turpin, a college preparation coach. He helps students select the best college for their future, assists student… Read More
2023-10-17 13:11
Lower Taxable Income in Retirement
Taxes happen to be one of the largest expenses in retirement and taxes can increase once you start to take your required minimum distribution (RMD)… Read More
2023-10-12 16:32
Octobe… Read More
2023-10-10 14:59
Investors in their 70s
These years are said to be some of the best years as you are enjoying your time with family and have either retired or are winding down. Hopefully you have star… Read More
2023-10-03 14:19
Deven PatelFinancial Advisor, RJFSAssociate Financial Planner, WW
Welcome!
Hi Everyone,
Welcome to the first edition of my Monthly Newsletter. I appreciate all of you for allowing me to fil… Read More
2023-09-18 13:54
Investors in their 60s
There has been a lot of preparation, planning and saving to get to this point so it’s time to enjoy! Most investors are starting to think about retirement… Read More
2023-09-11 12:58
Investors in their 50s
You’ve worked hard to put the kids through college and wondered if you would ever start to clearly see your retirement horizon. You’ve probably starting t… Read More
2023-09-05 14:10
Investors in their 40s
You made it to the 40s. And hopefully, you have spent part of your 20s and your 30s building the foundation of a solid financial path. Now it’s time to start th… Read More
2023-09-01 14:52
Watch UGA alumni and Dawgs superfans John Lilly and Deven Patel preview this week’s season opener against the UT Martin Skyhawks. Go Dawgs!
The post Dawg Blog: Lilly’s Counselin… Read More
2023-08-29 14:17
Investors in their 30s
Maybe you resemble this profile: You’re in your 30s and feel you have some breathing room after having paid off most of your college debt and getting sett… Read More
2023-08-22 12:56
Recommended for Investors in their 20s
Getting started on your financial journey early in adulthood can set the foundation of your financial path for the long-term. When you graduate… Read More
2023-08-15 13:30
August… Read More
2023-05-30 16:45
Back in 2018 I published a newsletter about college costs. The link is below:
https://windsorwealth.management/college-tuition-expenses-what-would-you-do/
When I originally published t… Read More
2023-05-30 13:03
Windsor Wealth is proud to support our friend Bill Wittel and his new endeavor, the Beyond Dementia Coalition!
Please visit their new website to read more about the coalition.
http://www.b… Read More
2023-05-22 17:27
Windsor Wealth congratulates Mrs. Beverly Nordholz for being awarded an honorary diploma from Gainesville High School!
I met Beverly in 1991 when I walked into my dorm room at McWhorter Hall… Read More
2023-04-17 19:18
April… Read More
2023-02-02 14:27
Headline News:
The S&P 500 futures are up 15 points and are trading 0.4% above fair value. The Nasdaq 100 futures are up 170 points and are trading 1.4% above fair value. The Dow… Read More
2023-01-31 16:15
Januar… Read More
2022-10-31 20:07
Octobe… Read More
2022-10-26 15:24
Now the question we are getting is: when will this bear market end?
Some pundits have suggest… Read More
2022-09-30 15:43
Windsor Wealth is proud to say congratulations to Caroline Reisman for her senior night for Gainesville High Scholl volleyball. The opposing school’s announcer will no longer have to… Read More
2022-09-30 15:38
Windsor Wealth is proud to congratulate Kerrigan Gruhn on her senior volleyball year for being named the ITG Next Georgia Female Athlete of the month!
The post Congratulations Kerrigan Gr… Read More
2022-09-30 15:10
Windsor Wealth is proud to say congratulations to John Jessup! The new Cross Country Champion of Hall County!
The post Congratulations John Jessup! first appeared on Windsor Wealth Planne… Read More
2022-09-28 14:01
Headline News:
The S&P 500 futures are down 24 points and are trading 0.7% below fair value. The Nasdaq 100 futures are down 132 points and are trading 1.2% below fair value. The Dow Jo… Read More
2022-09-19 14:34
Headline News:
The S&P 500 futures are down 34 points and are trading 0.9% below fair value. The Nasdaq 100 futures are down 118 points and are trading 1.0% below fair value. The Dow Jo… Read More
2022-09-12 13:28
Headline News:
The S&P 500 futures are up 23 points and are trading 0.6% above fair value. The Nasdaq 100 futures are up 84 points and are trading 0.7% above fair value. The Dow Jones I… Read More
2022-08-26 15:17
Headline News:
The S&P 500 futures are down 11 points and are trading 0.3% below fair value. The Nasdaq 100 futures are down 50 points and are trading 0.5% below fair value. The Dow Jon… Read More
2022-08-16 15:20
Are Annuities Good for Me??
The answer is annuities are good for very specific needs and can be great for those who need them and not great for those who don’t. In this newslette… Read More
2022-07-25 13:31
Headline News:
The S&P 500 futures are up 17 points and are trading 0.4% above fair value. The Nasdaq 100 futures are up 50 points and are trading 0.2% above fair value. The Dow Jones… Read More
2022-07-22 13:28
Headline News:
The S&P 500 futures are down 5 points and are trading 0.1% below fair value. The Nasdaq 100 futures are down 36 points and are trading 0.5% above/below fair value. The Do… Read More
2022-07-21 13:54
Headline News:
The S&P 500 futures are down 8 points and are trading 0.3% below fair value. The Nasdaq 100 futures are up 3 points and are trading 0.2% below fair value. The Dow Jones I… Read More
2022-07-20 14:16
Headline News:
The S&P 500 futures are down 8 points and are trading 0.3% below fair value. The Nasdaq 100 futures are down 15 points and are trading 0.3% below fair value. The Dow Jone… Read More
2022-07-19 15:48
Headline News:
The S&P 500 futures are up 32 points and are trading 0.8% above fair value. The Nasdaq 100 futures are up 109 points and are trading 0.7% above fair value. The Dow Jones… Read More
2022-07-18 13:30
Headline News:
The S&P 500 futures are up 37 points and are trading 1.0% above fair value. The Nasdaq 100 futures are up 145 points and are trading 1.2% above fair value. The Dow Jones… Read More
2022-07-14 20:40
Headline News:
The S&P 500 futures are down 54 points and are trading 1.4% below fair value. The Nasdaq 100 futures are down 103 points and are trading 0.9% below fair value. The Dow Jo… Read More
2022-07-13 14:21
Headline News:
Morning Briefing – Futures edge higher ahead of CPI report
The futures for the major indices indicate a modestly higher open despite factors fueling growth concerns. Th… Read More
2022-07-12 15:44
Headline News:
The S&P 500 futures are down 22 points and are trading 0.6% below fair value. The Nasdaq 100 futures are down 6 points and are trading roughly in line with fair value. Th… Read More
2022-07-11 14:14
Headline News:
The S&P 500 futures are down 32 points and are trading 0.8% below fair value. The Nasdaq 100 futures are down 106 points and are trading 0.9% below fair value. The Dow Jo… Read More
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