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The Westward Blog

Discussing a range of topics relevant to the financial planning journey.

Bob Winkelman, CFP® 7/18/22 Bob Winkelman, CFP® 7/18/22

Financial Services Fee Salience: Just Because You Don’t Notice, It Doesn’t Mean It’s Not Costing You Money

I would estimate that 7 out of 10 clients that I work with, who have money at an AUM advisor, have never seen that fee and do not know how much it is.

Photo by Michal Lomza

Bob Winkelman, CFP® 6/24/22 Bob Winkelman, CFP® 6/24/22

Retirement is No Time Make a Costly Mistake

If you don’t know what it costs to be you every month you will not be able to plan for your expenses in retirement.

Bob Winkelman, CFP® 6/9/22 Bob Winkelman, CFP® 6/9/22

June Market Commentary: Lions and Tigers and Bears, Oh My

Bob Winkelman, CFP® 5/19/22 Bob Winkelman, CFP® 5/19/22

Cash Flow Planning when you’re Thinking about Retirement.

Bob Winkelman, CFP® 5/19/22 Bob Winkelman, CFP® 5/19/22

May Market Commentary: The Fed owned it, but can they control it?

Bob Winkelman, CFP® 4/25/22 Bob Winkelman, CFP® 4/25/22

Do you know how your financial advisor gets paid?

Bob Winkelman, CFP® 4/7/22 Bob Winkelman, CFP® 4/7/22

March Market Commentary: In Like A Lamb, Out Like a Lion?

Bob Winkelman, CFP® 3/28/22 Bob Winkelman, CFP® 3/28/22

Is Your IRA Ready For Retirement?

Bob Winkelman, CFP® 2/25/22 Bob Winkelman, CFP® 2/25/22

Diving into ESG Investing

If it is important to have your investments reflect your values

Bob Winkelman, CFP® 2/15/22 Bob Winkelman, CFP® 2/15/22

A quiet revolution in financial advice

Bob Winkelman, CFP® 9/1/21 Bob Winkelman, CFP® 9/1/21

The Retirement Readiness Process

Bob Winkelman, CFP® 4/17/20 Bob Winkelman, CFP® 4/17/20

Coronavirus Recovery Programs for Small Business and Self-Employed

Bob Winkelman, CFP® 4/17/20 Bob Winkelman, CFP® 4/17/20

Unemployment Benefits for Self Employed

Bob Winkelman, CFP® 4/14/20 Bob Winkelman, CFP® 4/14/20

Announcing: Westward Planning Group

The Westward Blog

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