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Winston & Company, Inc. Winston & Company, Inc. | Nov 17, 2022

The 2023 Cost-of-Living Adjustment

Retirement
Social Security and SSI benefits are increasing in 2023. Here’s what you need to know.
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Winston & Company, Inc. Winston & Company, Inc. | Nov 17, 2022

Medicare in 2023: Here's What You Need to Know

Health
Retirement
The 2023 Medicare changes are here, and for the first time in several years, some premiums are lower.
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A row of houses along a canal
Winston & Company, Inc. Winston & Company, Inc. | Nov 17, 2022

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
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Winston & Company, Inc. Winston & Company, Inc. | Nov 17, 2022

Unwrap a Holiday with Less Financial Stress

Savings
Lifestyle
With a few small changes to your holiday spending habits, you may cut back on end-of-year financial stress.
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A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.
Chip Winston | Aug 10, 2022

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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Professional-looking man sitting in an office. There is a laptop and a stack of files in front of him.
Chip Winston | Aug 10, 2022

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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A retiree couple in a meeting with a professional. They are all looking at a laptop screen
Chip Winston | Aug 10, 2022

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
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Hands holding a small wrapped present
Chip Winston | May 17, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Young woman pouring a drink for an older woman. They are sitting together at a table.
Chip Winston | May 17, 2022

Talking to your Aging Parents about Finances

As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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Parents holding their child's hands. The child is jumping
Chip Winston | Apr 22, 2022

Sending Your Kids to College: What Should You Really Expect?

College
As inflation and tuition fees rise, the cost of college is inching out of reach for many.
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Elderly woman doing yoga in a park
Chip Winston | Apr 22, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Two men sitting at a table and having a conversation
Chip Winston | Apr 22, 2022

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
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16212 Morningside Drive,
Edmond, OK 73013

Contact Info

P | (405) 400-1418
E | chip@winstonco.us

 

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

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