Hugh F. Wynn
SECURE Act 2.0 Breathes New Life into 529 Education Savings Plans
RED ALERT! Starting in 2024, there will be enhanced flexibility in rolling “left over” 529 education funds into a Roth IRA.
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Hugh F. Wynn
- Sep 7
- 3 min
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?
40
Hugh F. Wynn
- Aug 31
- 4 min
How to Plan Your Retirement Portfolio with Zero Savings
Does planning for retirement at a young age seem like a waste of time? Here's how to start saving and investing AS YOUNG AS POSSIBLE.
120
Hugh F. Wynn
- Aug 24
- 2 min
Four Ways Small Investors Have it Better Than "Wall Street" Wizards
Small fish (investors) have four advantages over the Wall Street sharks that help them maximize investment performance in the long run.
160
Hugh F. Wynn
- Aug 3
- 3 min
Target-Date Funds: A Major Player on the Investment Scene
Whenever I read negative Target-Date Fund (TDF) critiques, my initial response is to consider the motives of those critics.
60
Hugh F. Wynn
- Jul 27
- 4 min
Compounding: The Good…the Bad…and the (Lovely) Rule of 72
Although a bit out of our control, longevity adds as much to the Amazing Power Of Compounding as do those funds being compounded.
120
Hugh F. Wynn
- Jul 13
- 3 min
What New Investors Don’t “Know” Could Hurt Them
New investors learn best through personal experience – both good and bad. But it’s important to keep in mind the "DO NOTs" of investing.
120
Hugh F. Wynn
- Jul 6
- 3 min
Diversification: Your Lifesaver During Stormy Financial Times
If the past two years haven't drawn your attention to the value of a diversified portfolio, then perhaps nothing will.
110
Hugh F. Wynn
- Jun 28
- 2 min
Bad Things Happen When You “Peek-A-Boo” Retirement Balances
We “too often” check our retirement accounts – which isn’t necessarily a good habit to develop.
320
Hugh F. Wynn
- Dec 22, 2022
- 3 min
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.
80
Hugh F. Wynn
- Dec 15, 2022
- 3 min
Are Index Fund Investors Smart, Lazy or Both?
In 2022, $12.5 trillion was invested in index mutual funds and ETFs. So why do folks tell me I lack confidence in my investments?
280
Hugh F. Wynn
- Dec 8, 2022
- 5 min
Hands Free: Target-Date Funds Adjust Focus as Retirement Nears
Let's explore why TDF set-it-and-forget-it funds are stars on the savings and retirement investing scene.
160
Hugh F. Wynn
- Dec 1, 2022
- 5 min
Fortune Telling: Why Everyday Investors Need A Crystal Ball
The world out there is random – with too many variables at play – making it extremely difficult for investors to predict economic trends.
160
Hugh F. Wynn
- Nov 17, 2022
- 5 min
Index Investing Can Avert a (Crypto) Series of Unfortunate Events
This FTX catastrophe will tarnish the crypto industry. However, there is a clear path to avoiding this fate in your own investing scenario.
170
Hugh F. Wynn
- Nov 10, 2022
- 4 min
The Difference Between Failure and Success is as Simple as PDQ
The PDQ Principles of investing: Patience, Diversification and Quality. In my mind, these are an investor’s foundation.
180
Hugh F. Wynn
- Nov 3, 2022
- 4 min
Econ Outlook: Tiny Rays of Light are Peeking Through Inflationary Clouds
Let's take a look at bad, good and promising indicators that, like tiny rays of sunshine, could help to brighten our economy.
160
Hugh F. Wynn
- Oct 27, 2022
- 3 min
Watch for Signs of the Bear Market's Demise...Then Pounce!
How long do you suppose this Bear Market is going to last? It reminds me of “death by a thousand cuts.”
110
Hugh F. Wynn
- Oct 20, 2022
- 4 min
'Tis the Season to Evaluate Your Medicare Options
It's not as fun as Halloween, Thanksgiving, Hannukah or Christmas, but the annual Medicare Advantage "open enrollment period” is important.
180
Hugh F. Wynn
- Oct 13, 2022
- 5 min
Need to Stash Cash? You Don't Have to Take It to the Bank
Banks aren’t the only game in town as places to store cash. There are better options out there - you just have to know where to find them.
200
Hugh F. Wynn
- Oct 6, 2022
- 5 min
Buy-and-Hold Beats Rush-and-Flush Investing During a Bear Market
I can be - and often am - as pessimistic as the next crabapple, but I happen to believe that a "buy-and-hold" approach is the way to go.
160
Hugh F. Wynn
- Sep 29, 2022
- 4 min
State of the Housing Bubble: Home Sales are Down, But Not Out
We knew the housing bubble couldn't expand forever, especially with inflation and mortgage interest rates rising and the end of summer.
190
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