Perspective for What’s Ahead

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June 6, 2023

A summer checkup for your financial health

Summer is an important season to pay attention to your health. You need to watch your sun exposure, make sure all that extra sunlight isn’t disrupting your sleep and keep the weight you might gain from those ice cream sundaes under control. It’s also the perfect time to take a…

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May 26, 2023

In loving memory of Pat Schabo, our colleague and friend

Pat Schabo lived with a twinkle in her eye and the kind of work ethic that went beyond time sheets and job descriptions. During her 25-year career at Winch Financial, she helped build the company from an intriguing idea in a developing industry, to an award-winning establishment with a wide-ranging,…

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March 14, 2023

The life of Pi

There’s a lot of inspiration in a slice of pie. Much like retirement planning, it all starts with a seed. If you plant the seed early enough and water it just right, it grows into a tree with apples plump enough to sustain you when you need to harvest them.…

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February 7, 2023

#ValentinesforVeterans on #SendaCardtoaFriendDay

We are celebrating National Send a Card to a Friend Day by putting together some Valentine’s Day cards for our military servicemembers. We are excited to participate in the Soldier’s Angels Valentines for Veterans program, which facilitates the distribution of holiday cards to deployed service members around the world or…

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