Winston & Companies

10/26/2026

A well-rounded retirement plan helps ensure your money supports the lifestyle you want throughout your retirement years.

Retirement isn't just about how much you save.

10/23/2026

I Don’t Like to Think Ahead—But Here’s Why It’s Worth It!

I will not think about my care. I will not map it here or there. I will not map it in a chair! But here's the twist you shouldn't miss: • Many folks past 65 are expected to need some form of long-term care in retirement. Yes, really. • Medicare won't foot the bill. Not here, not there, not anywh...

10/22/2026

When a Roth conversion DOES NOT Make Sense

According to Fidelity, Roth IRA conversions jumped 41% in the first quarter of 2026 compared with the same period last year. 📈
But before you convert, as Shane Stevenson with Winston & Companies explains to Erin Kennedy, there are some important situations to consider. You may want to think twice if:
💵 You can’t pay the tax bill with cash
📊 You’re still working and in a high tax bracket
🏥 You’re approaching Medicare and a conversion could trigger an IRMAA surcharge
❤️ You’re charitably minded and a Qualified Charitable Distribution (QCD) may provide a better tax benefit
In this interview, Shane breaks down these potential Roth conversion pitfalls—and why the right strategy depends on your income, age, tax bracket and overall retirement plan. Before making a decision, call 602 456-1928 or visit www.WinstonandCompanies.com

10/21/2026

Before making a move, take the time to carefully understand the potential advantages and disadvantages.

Understand the pros and cons before making a move.

10/19/2026

The ten years that deserve extra attention are the years that can have the greatest impact on your long-term financial security.

The ten years that deserve extra attention.

10/16/2026

Do Not Improvise When Planning for Long-Term Care.

Plot twist: Many of us are expected to need some form of long-term care in retirement, and the costs are climbing fast. The good news? You don't need superpowers to help protect your future — just the right strategy. Grab Your Free Guide

10/15/2026

When are the Best Times to Consider a Roth Conversion?

Roth conversions are gaining momentum, with Fidelity reporting a 41% jump in conversions in the first quarter of 2026 compared to the same period last year. 📈
But a Roth conversion isn't right for everyone, and timing can make a big difference.
In this interview, Shane Stevenson with Winston & Companies and Erin Kennedy break down four key times when it may be worth considering a Roth conversion:
⏳ You're retired but haven't reached RMD age yet
📈 You expect taxes to be higher in the future
👨‍👩‍👧‍👦 You want to leave your children a tax-free account
📉 The market is down
Shane also explains what a Roth conversion actually is, why they're becoming so popular, and the potential tax advantages of converting at the right time. To learn when or if a Roth conversion may fit into your retirement and tax strategy, call 602 456-1928 or visit www.WinstonandCompanies.com

10/15/2026

Usually we're on opposite sides of a split screen. At Inspire 2026 we finally got Erin Kennedy in the same frame. Well, two of her. Always a blast with Erin. Inspire 2026 did not disappoint.

10/14/2026

If you’ve changed jobs but left your retirement savings behind in a former employer’s plan, it may be time to review your options.

Discover your next step with this complimentary guide.

10/12/2026

Meet the Retirement Window—a crucial period when your financial decisions can have an outsized impact on your future security

Meet the Retirement Window.