About Pete Winnett, CFP®

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So far Pete Winnett, CFP® has created 3 blog entries.

The Financial Bucket List

By |2023-04-04T07:55:11-05:00April 4th, 2023|Retirement, Starting Out, The Blog @JGUA|

Do you have a Bucket List of experiences you want to have during life?  Many of us do. I am on a flight to Hawaii as I write this to fulfill one life adventure on my bucket list. What is on your bucket list? Checking items off bucket lists does not magically happen unless we [...]

I’ve Retired. Now What?

By |2022-03-16T08:07:46-05:00March 16th, 2022|Retirement, The Blog @JGUA|

When asked several months after retiring from a long career in higher education how her retirement was going a client replied, “I made the classic mistake”.  I asked, what was the mistake? “I retired from something instead of to something,” she said.  She went on to explain that she really did not have a lifestyle [...]

Is a Health Savings Account Right for You?

By |2021-10-26T09:17:43-05:00October 26th, 2021|The Blog @JGUA|

Written by: Pete Winnett, CFP® Are your considering health insurance plans offered by your employer for 2022? Are you wondering if a High Deductible Health Plan (HDHP) combined with a Health Savings Account (HSA) might be a good idea for you and your family? The answer will depend on your individual circumstances, however, HSAs can [...]

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