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Resolution 2022: How to Declutter Your Investments this Year
New Year’s resolution: Take a hard look at your increasingly complex investments and simplify things.

Hugh F. Wynn
Dec 31, 20214 min read


Four Financial Gifts for Your Kids That Keep on Giving
Now that it's the gifting season consider giving your kids or grandkids - or a kid you just like - the gift of financial knowledge.

Hugh F. Wynn
Dec 16, 20217 min read


Roth Conversions are Righteous - Under the Right Conditions
If you have money tied up in traditional IRAs and/or 401(k)s, you might wonder if, when, and how you do Roth IRA conversions.

Hugh F. Wynn
Dec 9, 20213 min read


Addressing Allegations: Are TDFs Costly and Inefficient?
I've been asked why I include Target-Date Funds (TDFs) in my investing strategy as some contend they are inefficient and costly.

Hugh F. Wynn
Dec 2, 20214 min read


Passive vs. Active Investing: Which is Best for Who?
Passive investing versus active investing - which is better for who?

Hugh F. Wynn
Nov 18, 20213 min read


The Boomer Retirement Boom: Can They Afford Their Golden Years?
Can Baby Boomers afford 25-35 years (or more) of retirement, or will their Golden Years slowly lose their luster?

Hugh F. Wynn
Nov 11, 20215 min read


Take Cautionary Steps to Navigate the Current Inflation Spiral
We're in the midst of an inflation SPIRAL. Is it momentary or will it hang around for a while. That's the BIG question.

Hugh F. Wynn
Oct 28, 20214 min read


Trying to Make Sense of Medicare and its Moving "Parts"
It pays to know Medicare and the different plan options available to help you cover healthcare costs. Let's Medi-talk.

Hugh F. Wynn
Oct 21, 20215 min read


Are Health Savings Accounts Too Good to be True?
Is it possible to contribute more that you're likely to spend on healthcare costs to your Health Savings Account (HSA)?

Hugh F. Wynn
Oct 7, 20213 min read


7 Investing Tips I Learned the Hard Way
Newbie investors learn through personal experiences – both good and bad. Here are seven investing tips learned the hard way.

Hugh F. Wynn
Sep 30, 20213 min read


Make Investment Bank Using the Eighth Wonder of World
Albert Einstein referred to compound interest as the “Eighth Wonder of the World…the most powerful force in the universe."

Hugh F. Wynn
Sep 23, 20214 min read


Pushing Boundaries: Investing in 401(k)s and IRAs at the same time
Take your retirement savings to the next level by investing simultaneously in a 401(k) retirement plan and an IRA.

Hugh F. Wynn
Sep 16, 20214 min read


RIP: How to Ensure that Your Beneficiaries are Set in Stone
When preparing your last will and testament, I cannot stress enough the importance of choosing your beneficiaries.

Hugh F. Wynn
Sep 9, 20214 min read


How to Make Sure Your Castle Finds a Good Home Post-Mortem
How do you handle estate planning for your castle without placing undue burden on your heirs?

Hugh F. Wynn
Sep 2, 20214 min read


Inquiring Minds: Is Our Economy Headed for a Meltdown?
Most folks are familiar with “meltdowns”. But what about a “melt-up”? And is our economy in a melt-up heading for a dreaded meltdown?

Hugh F. Wynn
Aug 26, 20214 min read


FICO: Three Digits That Have a Powerful Hold on Your Life
What the heck is a FICO score and why does it have so much sway over your ability to buy furniture, a car, a home, and so on?

Hugh F. Wynn
Aug 19, 20214 min read


Trading vs. Investing: Which is More Likely to Reap Rewards?
These are two very different approaches to making money in the stock and bond markets - essentially trading versus investing.

Hugh F. Wynn
Aug 12, 20213 min read


Target-Date Funds Let You "Set It and Forget It"
A target date fund automatically changes your investments from high-risk, high-reward to low-risk, low-reward as you near retirement.

Hugh F. Wynn
Aug 5, 20214 min read


Is There a Cure for Tightwad-itis?
It's great to save your hard-earned dollars but when does saving becoming more of a sickness and less of a good habit?

Hugh F. Wynn
Jul 29, 20214 min read


The Secret to My (Investing) Success
My PDQ Principles of Investing (Patience, Diversification and Quality) revolve around the concept of simplicity.

Hugh F. Wynn
Jul 22, 20214 min read


Set Your Kid Up With a Health Savings Account (HSA)
Kids who are no longer their parents’ tax dependents (or anyone else’s dependent for that matter), can open their own Health Savings Account

Hugh F. Wynn
Jul 15, 20213 min read
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