Winston & Companies

10/16/2026

Do Not Improvise When Planning for Long-Term Care.

Plot twist: Many of us are expected to need some form of long-term care in retirement, and the costs are climbing fast. The good news? You don't need superpowers to help protect your future — just the right strategy. Grab Your Free Guide

10/15/2026

When are the Best Times to Consider a Roth Conversion?

Roth conversions are gaining momentum, with Fidelity reporting a 41% jump in conversions in the first quarter of 2026 compared to the same period last year. 📈
But a Roth conversion isn't right for everyone, and timing can make a big difference.
In this interview, Shane Stevenson with Winston & Companies and Erin Kennedy break down four key times when it may be worth considering a Roth conversion:
⏳ You're retired but haven't reached RMD age yet
📈 You expect taxes to be higher in the future
👨‍👩‍👧‍👦 You want to leave your children a tax-free account
📉 The market is down
Shane also explains what a Roth conversion actually is, why they're becoming so popular, and the potential tax advantages of converting at the right time. To learn when or if a Roth conversion may fit into your retirement and tax strategy, call 602 456-1928 or visit www.WinstonandCompanies.com

10/15/2026

Usually we're on opposite sides of a split screen. At Inspire 2026 we finally got Erin Kennedy in the same frame. Well, two of her. Always a blast with Erin. Inspire 2026 did not disappoint.

10/14/2026

If you’ve changed jobs but left your retirement savings behind in a former employer’s plan, it may be time to review your options.

Discover your next step with this complimentary guide.

10/12/2026

Meet the Retirement Window—a crucial period when your financial decisions can have an outsized impact on your future security

Meet the Retirement Window.

10/07/2026

6 Things To Do if Retirement is 6 Years Away

Six years may sound like plenty of time, but the choices you make today can have a major impact on your retirement lifestyle tomorrow. 🌴💰

In this video, Winston Stevenson with Winston & Companies and Erin Kennedy cover 6 important steps to take before you retire, including:
🏖️ Test-drive your dream retirement destination before you commit.
🏡 Complete home repairs and renovations while you're still earning.
🤝 Start volunteering now to build purpose and community beyond your career.
🏥 Prepare for rising healthcare costs—even with Medicare.
📈 Develop a smart Social Security claiming strategy to help maximize your lifetime benefits.
👨‍💼 Work with a financial advisor to create a personalized retirement income plan.
A little planning today can help you retire with greater confidence tomorrow. ✅
If you'd like to start checking these important items off your retirement checklist, give Winston a call at 602 456-1928 or visit www.WinstonandCompanies.com

10/07/2026

When you leave a job, your old 401(k) doesn’t have to be forgotten.

Compare 5 options for an old employer retirement plan.

10/05/2026

Even when two retirees have similar savings, incomes, and lifestyles, their financial outcomes can differ significantly.

Even if they saved the same amount.

09/30/2026

7 Retirement Myths… BUSTED!

When it comes to retirement planning, some of the biggest mistakes aren’t caused by market volatility... they’re caused by assumptions that sound true, but aren’t always. To make sure you're not surprised, Winston Stevenson with Winston & Companies and Erin Kennedy break down these myths:
💰 Will Social Security really disappear?
🏠 Can you skip long-term care planning if you want to stay home?
🏥 Will Medicaid or Medicare cover all your long-term care costs?
📈 Do investment returns stop mattering once you retire?
💵 Should you avoid spending your principal?
🧾 Will your taxes automatically be lower in retirement?
🎯 And do you really need to hit a magic number like $1 million before you can retire?
In this interview, we’re separating retirement fact from fiction and breaking down what these myths could mean for your financial plan. To create a retirement plan based on facts, not myths, please call Winston at 602 456-1928 or visit www.WinstonandCompanies.com

09/24/2026

Taking time to plan your finances now

Prep today means fewer regrets tomorrow.