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
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Learn about the rise of Impact Investing and how it may benefit you.
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Five overlooked tax deductions to help manage your tax bill.
How literate are you when it comes to your finances? Brush up with these five basics.
Learn how to address the challenges that women face when planning for retirement.
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to assess the potential benefits of a home mortgage deduction.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
It's easy to let investments accumulate like old receipts in a junk drawer.
Here’s a crash course on saving for college.
Even low inflation rates can pose a threat to investment returns.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Taking your Social Security benefits at the right time may help maximize your benefit.