Windecker Financial Planning LLC
Windecker Financial Planning LLC
Newsletters and Reviews of Personal Finance Books
Newsletters and Reviews of Personal Finance Books
As a service to our clients and prospective clients, we offer newsletters focusing on financial topics of interest and reviews of personal finance books.
We review these books to assist others in deciding whether to read them. We offer this service free of charge to clients and prospective clients.
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Our Reviews
Our Reviews
An ongoing series of book review entries
An ongoing series of book review entries
Review of 'The One Week Budget' by Tiffany Aliche
Review of 'The One Week Budget' by Tiffany Aliche
March 16, 2019
We reviewed 'The One Week Budget' by Tiffany Aliche. Read our thoughts on how you can "learn to create your money management system in 7 days or less" . . .
Quarterly Newsletters
Quarterly Newsletters
Quarterly newsletters addressing financial topics of current interest.
Quarterly newsletters addressing financial topics of current interest.
January-March, 2021 Newsletter
Coronavirus Pandemic - Financial Lessons Learned
January-March, 2021 Newsletter
Coronavirus Pandemic - Financial Lessons Learned
March 22, 2021
COVID-19 emerged from China in December 2019 and quickly spread across the world, disrupting our economy and changing our lives. We discuss financial lessons learned. . .
October-December 2020 Newsletter
Your Home as Nest Egg for Retirement
October-December 2020 Newsletter
Your Home as Nest Egg for Retirement
December 15, 2020
The COVID-19 pandemic was expected to hurt real estate market. instead, urban flight and historically low mortgage rates have spurred demand for suburban housing in major metropolitan areas. We explore whether you should you plan to use your home as a nest egg for retirement . . .
July-September 2020 Newsletter
Secure Act Changes to Retirement Savings Accounts
July-September 2020 Newsletter
Secure Act Changes to Retirement Savings Accounts
July 27, 2020
We describe the major changes to retirement savings accounts under the Secure Act, including the extension from 70 1/2 to 72, the age at which you are required to take mandatory distributions from your retirement savings accounts . . .
April-June 2020 Newsletter
Home Sale Gain Exclusion
April-June 2020 Newsletter
Home Sale Gain Exclusion
June 12, 2020
We explain the "Home Sale Gain Exclusion" of the tax code to help you understand when long-term gains on home sales can be excluded from taxation, and the special exemptions available to Foreign Service Officers . . .
January-March 2020 Newsletter
Coping with Market Volatility
January-March 2020 Newsletter
Coping with Market Volatility
March 21, 2020
We discuss "Coping with Stock Market Volatility", offering our insights into how a long-term investor might respond to extreme market volatility in our first issue. . .