WynnSights Blog

Hugh F. Wynn

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.

Hugh F. Wynn

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

The Case for Delaying Social Security in Retirement

A key component of a retirement plan is delaying your Social Security if at all feasible.

Hugh F. Wynn

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.

Hugh F. Wynn

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?

Hugh F. Wynn

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.

Hugh F. Wynn

When, Why and How to Rebalance Your Portfolio

The COVID-19 pandemic has reminded investors of the value of rebalancing portfolios.

Hugh F. Wynn

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

Hugh F. Wynn

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.

Hugh F. Wynn

A Tottering Stool

The Three-Legged Stool – a financial phrase that describes the most common sources of retirement income for many individual investors