Stop thinking it’s impossible to build a retirement fund
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 moreAuthor: Tom Saunders
Thomas Saunders is the Managing Partner of Winthrop Partners. Prior to founding Winthrop Partners, Tom was Senior Vice President at what is now JP Morgan. His career includes senior and executive roles at Brown Brothers Harriman and First Niagara Bank, a top 25 Bank. Click here to contact Thomas Saunders about your investment and planning requirements.
Is Bucks County a Good Place to Retire?
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.
Read moreWhat the SEC’s Action Against Crypto Companies May Indicate to Investors
In this article, Financial Advisor Tom Saunders breaks down cryptocurrency, the SEC’s recent action against cryptocurrency companies, and what investors should know before investing in crypto.
Read moreA Look at Bank Defaults Current and Future
With the failure of First Republic Bank, the situation is looking even more shaky for the banking industry. Read here to see what investors should know and plan for when it concerns the banking industry these days.
Read moreWatch out for the new “Part-Time Fiduciaries” AKA Brokers and Bankers operating as Fiduciaries in the Delaware Valley. They are not SEC Registered Investment Advisors or SEC Registered Fiduciaries. Since
Read moreFor Bucks county residents, what is the optimal age to take Social Security?
For many Bucks county residents Social Security benefits are an integral part of their financial plan for retirement. Three of the principal factors that determine the amount of your benefits
Read moreHopefully you have already created an investment strategy based on the following principles: #1 Identifying your risk tolerance. Know thyself. Every investor has a unique tolerance to enduring losses and
Read moreA Doylestown Financial Advisor Describes What You Should Know About a Roth IRA Conversion
An effective strategy for evaluating retirement and estate planning options is to consider converting a traditional IRA to a Roth IRA. Revisiting Roth conversions may be appropriate due to recent
Read moreA Delaware Valley Fiduciary – Spending Down Assets to Become Medicaid Eligible
Medicaid Spend Down is a process that examines an applicant’s assets and income, and applies the Medicaid limit criteria, which varies from state to determine how much could be spent
Read moreWinthrop Partners Market and Economic Update Jun 28, 2021
The Markets (as of market close July 22, 2022)Stocks ended last week in the black, with the market posting its best week in a month. Despite a late-week decline, each
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