Posts Tagged ‘adelae-winters’
Combined Life & Long-Term Care Insurance: How it Works
Provided By: Adelae Winters, Financial Advisor As you navigate the complexities of planning for the future, insurance products have become increasingly sophisticated to address a variety of needs. One solution…
Read More5 Ways to Freshen Up Your Finances This Spring
Provided By: Adelae Winters, Financial Advisor Warm weather motivates many of us to tackle long-overdue projects. Yard work or a new fitness routine might top your list, but as we…
Read MoreWhy Holistic Financial Planning Helps Meet Clients’ Diverse Needs
Provided By: Adelae Winters, Financial Advisor Often, you are the only person who can see your entire financial picture. However, typically a financial advisor or certified public accountant has expertise…
Read MoreEnsuring Financial Safety During Mid-Term Elections
Provided By: Adelae Winters, Financial Advisor American economist, professor and investor Benjamin Graham once said, “The best way to measure your investing success is not by whether you’re beating the…
Read MoreRetirement Seen Through Your Eyes
Provided By: Adelae Winters, Financial Advisor CNC Financial Group, LLC How do you picture your future? Some see retirement as a time to start a new career. Others see…
Read MoreSeparating the Signal from the Noise
Provided By: Adelae Winters, Financial Advisor CNC Financial Group, LLC What kind of role can a financial professional play for an investor? The answer: an important one. While the value…
Read MoreBudget Check-Up: Tax Time Is The Right Time
By: Adelae Winters, Wealth Management Specialist & Financial Advisor Every year, about 150 million households file their federal tax returns. For many, the process involves digging through shoe boxes full of…
Read MoreChoices for Your 401(k) at a Former Employer
Adelae Winters, Wealth Management Specialist CNC Financial Group, LLC One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a…
Read MoreLong Term Care Tax?
What you need to know about the Washington Cares Fund By: Charlie Miracle, CPA and Director of Client Accounting Services Adelae Winters, Wealth Management Specialist ***UPDATE 10/1/2021: To opt…
Read MoreCongratulations to Adelae Winters and her newborn!
Congratulations to Nick and Adelae Winters, who welcomed their first child Madalyn Pearl Winters to the family. Adelae is a Wealth Management Assistant here at Cordell, Neher & Company –…
Read More