Winfield Wealth Advisors

10/15/2026

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.

10/13/2026

How many credit cards do you have?

10/08/2026

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

An inside look at how marginal income tax brackets work.

10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

10/06/2026

Are you planning to work after taking Social Security benefits? Know the rules.

Knowing the rules may help you decide when to start benefits.

10/01/2026

You can help ensure that losing your wallet doesn't turn into something bigger.

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

09/29/2026

Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of options to choose from. Read more here:

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.

09/24/2026

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

09/22/2026

Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.

09/17/2026

Agent Jane Bond wants you to know about how bonds can be laddered to generate income.

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.