Books

Welcome to the Winthrop Partners Flipbook Library!

We’ve built a library of flipbooks to help educate our clients on important financial topics and will periodically be adding more.

To see each book, just click the respective links below, enter your information, and you’ll be redirected to the magazine-style flipbook.

If you’d like to discuss any of topics of these books, please feel free to schedule an appointment.

Retirement Planning Made Easy: Financial Concepts To Build Your Future
Practical tips on building a secure future, saving money for retirement, and spending your golden years in comfort.

Learn the 6 Steps to Money Management Excellence and how you can utilize them to reach your retirement goals.

Step #1 – Manage cash flow and improve your financial position
Step #2 – Diversify your investment portfolio and grow your money safely over time
Step #3 – Stay informed about tax law changes and learn effective tax reduction strategies
Step #4 – Draw down your savings efficiently during retirement
Step #5 – Protect yourself from unpredictable events through insurance
Step #6 – Plan for heirs’ financial future with wills and trusts

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Maximizing Your Retirement Income: Strategies for Success
In this book, we help answer your biggest questions and concerns about retirement income planning.

We address things like:

How to identify your retirement goals
How much will your retirement cost?
Key factors affecting your retirement income
Tax implications of retirement income
Managing risk in retirement
Estate planning considerations

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Annuities: Three Strikes, You’re Out!
An honest assessment of annuities from a fee-only fiduciary financial advisor.

You’ve probably heard a lot about annuities. But much of what you’ve heard is from people who benefit considerably from you buying one. It’s time for an impartial analysis of annuities. In this book, we’ll explain:

The differences between fixed annuities, variable annuities, indexed annuities, immediate annuities, and deferred annuities.
The scouting report on annuities. What are their strengths and weaknesses?
Annuities’ high fees, hidden costs, and conflicts of interests.
Pitfalls with annuity contacts, transparency, and flexibility.
Historical performance vs. other types of investments.
Better alternatives to annuities.

See Book