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Hugh F. Wynn
Nov 74 min read
Changing Jobs? Don't Forget Your 401(k) (Game) Plan
If you are already participating in a 401(k) plan, don’t forget about the details of that plan when reupping at the next jobsite.
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Hugh F. Wynn
Sep 7, 20233 min read
Social Security vs. Pension Plans: How do they Stack in Retirement?
Social Security and pension plans provide reliable sources of monthly payments in retirement. But how do they differ - and compare?
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Hugh F. Wynn
Dec 22, 20223 min read
Silver Lining: Congress' Spending Bill has Some Shiny Benefits
It’s the holiday season and our friends in Congress are on the verge of passing a huge omnibus bill that help us save more for retirement.
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Hugh F. Wynn
Jul 29, 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?
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Hugh F. Wynn
May 20, 20213 min read
The Case for Delaying Social Security in Retirement
A key component of a retirement plan is delaying your Social Security if at all feasible.
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Hugh F. Wynn
Dec 3, 20205 min read
Real World WynnSights: Please Don't Liquidate Your 401(k)
I tackle questions about investing in a tough economy, liquidating a 401(k), retirement allocation strategy and alternatives to the 529.
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Hugh F. Wynn
Oct 29, 20204 min read
Individual Retirement Accounts: Traditional, Roth and Conversions
Individual retirement accounts (IRAs) are a blessing, but which way should you lean when it comes to choosing a tradition IRA or Roth IRA?
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Hugh F. Wynn
Jul 9, 20203 min read
IRS UPDATE: You Can Refund Your RMD if You Want To
Everytime you blink our government is changing a rule or guideline in order to ease the financial burden on Americans during the pandemic.
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Hugh F. Wynn
Jun 25, 20205 min read
When, Why and How to Rebalance Your Portfolio
The COVID-19 pandemic has reminded investors of the value of rebalancing portfolios.
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Hugh F. Wynn
Apr 2, 20204 min read
Did You Know? You Don't Have to Take RMDs in 2020
Among the important provisions of the Coronavirus-related CARES Act are waivers for Retirees with withdrawals due in 2020
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Hugh F. Wynn
Sep 26, 20193 min read
The Scary Facts of Retirement Saving
The median retirement savings for most Americans in the decade preceding retirement (age 55-64), wallows in the neighborhood of $100,000.
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Hugh F. Wynn
Jul 26, 20194 min read
A Tottering Stool
The Three-Legged Stool – a financial phrase that describes the most common sources of retirement income for many individual investors
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