Financial Planning with a Purpose
At Winona Wealth Management we understand everyone faces unique challenges in the pursuit their financial goals and that everyone’s purpose in life is different. We believe building a customized plan focused on your short- and long-term goals is the only way to help you fulfill that purpose.
We take the mystery out of preparing for your financial future by providing practical insight and comprehensive solutions specifically designed with your goals in mind. If we sound like the type of people you want to work with simply click get started below. We look forward to partnering with you.Our Unique Approach Start Now
How We Do Business
Our people first approach helps you understand your entire financial picture and build a roadmap toward your financial goals.Learn More
From investing services and insurance to estate conservations and wealth protection, we offer a variety of services all designed to help you achieve your financial goals.Learn More
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
4 Steps to Protecting a Child with Disabilities
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
These food myths will really put a drain on your wallet.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Explore the growing influence women wield over the economy with this handy infographic.
The true cost of raising a child may be far more than you expect.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Even low inflation rates can pose a threat to investment returns.
What if instead of buying that vacation home, you invested the money?
A bucket plan can help you be better prepared for a comfortable retirement.
Here is a quick history of the Federal Reserve and an overview of what it does.