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Winnow Financial Redefining Financial Planning. Guidance for what’s now & what’s next.

Many tax-related decisions can be time-sensitive, making the months leading up to year-end an important time for plannin...
10/26/2026

Many tax-related decisions can be time-sensitive, making the months leading up to year-end an important time for planning. Whether you’re considering charitable giving, retirement savings, or other investment decisions, now may be a good opportunity to review your options and coordinate with your tax professional. Let’s connect.

Your financial advisor has great taste. And a fresh approach to financial planning ✨
10/23/2026

Your financial advisor has great taste. And a fresh approach to financial planning ✨

Three things for an employee to look at if your ESOP company is sold:1️⃣ What does this mean for you financially? It’s i...
10/23/2026

Three things for an employee to look at if your ESOP company is sold:

1️⃣ What does this mean for you financially? It’s important to be clear on the details – price per share, deal structure, and your voting rights are all important considerations.

2️⃣ How and when you’ll get paid – this varies, so it is important to be clear on the details about vesting, payout timing, and form of payment to expect.

3️⃣ Taxes and distribution options – for many employees, this may be the largest sum of money ever received, so it’s important to understand how it is taxed and how it fits in your overall financial plan.

Don’t go it alone – I can help you understand these considerations and more. Let’s connect.

Check out this guide for tax-smart giving strategies to consider before year-end: https://bit.ly/3WFo9SlReady to start b...
10/22/2026

Check out this guide for tax-smart giving strategies to consider before year-end: https://bit.ly/3WFo9Sl

Ready to start building your plan? Reach out today.

10/20/2026

Who does Winnow Financial work with?

From individuals navigating their next stage of life to business owners planning for what’s ahead, financial planning looks different for everyone.

Audrey Johnson, CFBS, CFP® shares more about the clients Winnow works with and the different needs that bring them to the table.

10/19/2026

Last week, stocks fell as technology and AI-related weakness outweighed resilience in defensive sectors. Treasury yields declined amid demand for safety, while persistent inflation and strong consumer spending added uncertainty around interest rates. Learn more about the market forces driving recent performance in this week’s perspective.

Many business owners spend years building value without knowing what their business may be worth today. Understanding th...
10/19/2026

Many business owners spend years building value without knowing what their business
may be worth today. Understanding the value of your business can help support growth, succession, and long-term planning decisions. Let’s start the conversation.

Your business is part of the picture, but it isn’t the whole picture.Financial planning looks at how the different piece...
10/16/2026

Your business is part of the picture, but it isn’t the whole picture.

Financial planning looks at how the different pieces of your financial life connect, both today and as your priorities evolve.

You’ve heard the term diversification, but what does it actually mean? Swipe to Winnow it Down. 👇What financial term sho...
10/13/2026

You’ve heard the term diversification, but what does it actually mean?

Swipe to Winnow it Down. 👇

What financial term should we break down next?

10/12/2026

Last week, Stocks rose as broad market gains and earnings optimism outweighed inflation concerns. Bonds also advanced, with Treasury yields easing modestly. Economic data was mixed, with a strong labor market offset by weaker consumer sentiment and persistent inflation pressures. Check out this week’s market perspective to learn more.

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Houston, TX
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