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Winthrop Partners

Fiduciary Financial Advisor & Wealth Management

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Category: Our Blog

The default category for blog posts.

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Tax Season Prep: How to Maximize Deductions and Avoid Common Pitfalls

Posted on March 18, 2025 by Tom Saunders

Tax Season Prep: How to Maximize Deductions and Avoid Common Pitfalls

Posted on March 18, 2025 by Tom Saunders

  Tax season is upon us, and with it comes the opportunity to make the most of your deductions and avoid costly mistakes. By preparing early and strategically, individuals and

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Our Blog taxes

6 Questions Physicians Should Ask When Looking for a Financial Advisor

Posted on November 28, 2023 by Tom Saunders

6 Questions Physicians Should Ask When Looking for a Financial Advisor

Posted on November 28, 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

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Our Blog

Maximizing Impact: Charitable Giving Strategies and Tax Planning Insights

Posted on November 27, 2023 by Ryan Carney, CFP®

Maximizing Impact: Charitable Giving Strategies and Tax Planning Insights

Posted on November 27, 2023 by Ryan Carney, CFP®

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

What You Need To Know About 529 Plans

Posted on October 18, 2023 by Thomas Bunting

What You Need To Know About 529 Plans

Posted on October 18, 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.

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Our Blog

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.

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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.

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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

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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
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