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
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Qualifying For Medicare Under Age 65
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
Simple steps may help you foil hackers and protect your privacy.
Looking ahead can help you conquer these unique obstacles.
Information vs. instinct. Are your choices based on evidence of emotion?
Time and market performance may subtly and slowly imbalance your portfolio.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess how many days you'll work to pay your federal tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much you have the potential to earn during your working years.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
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.
Here are five facts about Social Security that might surprise you.
Learn about the difference between bulls and bears—markets, that is!
A couple become Retirement Plan Detectives, searching records from old employers.
Have you explored all your options when it comes to managing your taxable income?
Doing your research is key before buying a vacation home.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.