Windsor Wealth Planners & Strategists

As we age, we may become more susceptible to fraudsters who make a living preying on retirees. Fraud awareness is the first step. Stay in-the-know about these 10 common scams.

Raymond James Washington Policy Analyst Ed Mills shares the latest on D.C. developments related to corporate taxes, healthcare, transportation, and military investment, and more.

Whether you end up going with the conventional advice or going your own way, a professional opinion on your retirement income strategy could help you make the most of your resources and help you find the lifestyle that feels just right for you.

529 plans are valuable education savings tools they allow you to invest after-tax dollars in an account that will grow tax-deferred and can be distributed tax-free for qualified expenses. Learn what expenses are qualified.

You've all heard the stories about houses selling in hours with multiple bids above asking prices. Our realtor called and tried to entice us to sell she thought we could get double what we paid for the house as recently as 2018. A dear friend of mine, an antique train toy collector, just participated in an auction where he agreed to be the top bidder; he did not attend the auction: He paid seven times what he anticipated. ... Car dealers cannot find enough big trucks. Art and collectibles, refer to the last newsletter, are paying prices unheard of. It seems a little out of control, from my perspective. So, are stock prices inflated too? https://www.raymondjamesconnect.com/a8m5l6

Did you know you can gift $15K annually to loved ones without paying taxes?

The high school years are an important time to create a roadmap to college. Here's how to start.

Navigating Medicare can be a confusing process. Use this roadmap to stay on track:

There's a new retirement bill on Congress's agenda that could give you more options to save for retirement.

From morning to night, check out these suggestions to brighten up your day-to-day.