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.
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Our Services
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.
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Our Team
Our team brings diverse professional and life experience to the table meaning we understand your situation and can build financial plans that help you achieve your unique purpose.
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The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
FIRE Retirement
This short, informative article teaches the basics of the FIRE movement.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
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Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
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Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Rightsizing for Retirement
What does your home really cost?