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Winthrop Partners

Winthrop Partners

Fiduciary Financial Advisor & Wealth Management

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Category: Our Blog

The default category for blog posts.

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What is a Step-Up In Basis and How Can it Impact Your Inherited Assets?

Posted on October 16, 2023 by Thomas Bunting

What is a Step-Up In Basis and How Can it Impact Your Inherited Assets?

Posted on October 16, 2023 by Thomas Bunting

Americans have become more anxious about saving for retirement. In this article, financial advisor Tom Saunders provides 3 ways to create retirement savings that will last.ghghg

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Our Blog

How to Calculate Inflation into Your Retirement Portfolio

Posted on October 4, 2023 by Tom Saunders

How to Calculate Inflation into Your Retirement Portfolio

Posted on October 4, 2023 by Tom Saunders

Is the 60/40 portfolio still a good investment strategy? In this article, financial advisor Brian Werner explains the 60/40 model & its benefits when implemented correctly.

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Our Blog

4 Tips to Make the Most Out of Your Social Security Benefits

Posted on October 2, 2023 by Thomas Bunting

4 Tips to Make the Most Out of Your Social Security Benefits

Posted on October 2, 2023 by Thomas Bunting

Is the 60/40 portfolio still a good investment strategy? In this article, financial advisor Brian Werner explains the 60/40 model & its benefits when implemented correctly.

Read more
Our Blog

Diversifying Your Portfolio for a Successful Retirement

Posted on September 27, 2023 by Brian Werner CFA®, CFP®

Diversifying Your Portfolio for a Successful Retirement

Posted on September 27, 2023 by Brian Werner CFA®, CFP®

Is the 60/40 portfolio still a good investment strategy? In this article, financial advisor Brian Werner explains the 60/40 model & its benefits when implemented correctly.

Read more
Our Blog

Stop thinking it’s impossible to build a retirement fund

Posted on September 11, 2023 by Tom Saunders

Stop thinking it’s impossible to build a retirement fund

Posted on September 11, 2023 by Tom Saunders

Americans have become more anxious about saving for retirement. In this article, financial advisor Tom Saunders provides 3 ways to create retirement savings that will last.ghghg

Read more
Our Blog

Is Buffalo a Good Place to Retire?

Posted on September 5, 2023 by Ryan Carney, CFP®

Is Buffalo a Good Place to Retire?

Posted on September 5, 2023 by Ryan Carney, CFP®

Buffalo, NY boasts a rich cultural tapestry, a thriving economy, and captivating natural beauty, making it the perfect destination for retirees seeking a fulfilling and vibrant life. Learn more here.

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Our Blog

What is a 60/40 Portfolio and is it a Good Investment Strategy?

Posted on September 1, 2023 by Brian Werner CFA®, CFP®

What is a 60/40 Portfolio and is it a Good Investment Strategy?

Posted on September 1, 2023 by Brian Werner CFA®, CFP®

Is the 60/40 portfolio still a good investment strategy? In this article, financial advisor Brian Werner explains the 60/40 model & its benefits when implemented correctly.

Read more
Our Blog

Is Pittsburgh a Good Place to Retire?

Posted on August 29, 2023 by Brian Werner CFA®, CFP®

Is Pittsburgh a Good Place to Retire?

Posted on August 29, 2023 by Brian Werner CFA®, CFP®

Pittsburgh is a great area for retirees. Read here to learn why & see the 4 top neighborhoods for retirees in the Pittsburgh region.

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Our Blog

Is Bucks County a Good Place to Retire?

Posted on August 18, 2023 by Tom Saunders

Is Bucks County a Good Place to Retire?

Posted on August 18, 2023 by Tom Saunders

Bucks County is a great area for retirees. Read here to learn why & see the 3 top neighborhoods for retirees in the Bucks County region.

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Our Blog

Financial Checklist for Changing Jobs

Posted on August 14, 2023 by Brian Werner CFA®, CFP®

Financial Checklist for Changing Jobs

Posted on August 14, 2023 by Brian Werner CFA®, CFP®

In this article, financial advisor Brian Werner outlines what to do before, during & after your job transition to make sure your finances are in order. Read it here.

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Our Blog
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