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.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Things to consider before retirement.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
There are benefits and limitations when you decide to donate stock.
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps estimate your federal estate tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to better see the potential impact of compound interest on an asset.
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.
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.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Imagine your ideal post-pandemic retirement with this animated video.
Doing your research is key before buying a vacation home.
A special needs trust helps care for a special needs child when you’re gone.
The market is as unpredictable as the weather. We’d love to help you prepare.