Open Window Financial Solutions, Ltd.

Open Window Financial Solutions, Ltd. Open Window Financial Solutions provides financial planning services customized for your particular situation. We are a family business.

We treat our clients the way we deal with each other: with kindness, respect and integrity.

Learn about Medicare’s popular program, offering retirees free gym membership and health education.
06/18/2025

Learn about Medicare’s popular program, offering retirees free gym membership and health education.

Medicare’s popular program, offering free gym membership and health education.

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his $100m e...
05/15/2025

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his $100m estate? The examples of famous celebrities underline the need for a clear estate strategy.

The examples of famous celebrities underline the need for a clear estate strategy.

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.
05/05/2025

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.

The second iteration of the SECURE Act brings forward several changes to the world of retirement.

Does your insurance cover you if you get into an accident with an uninsured driver?
04/11/2025

Does your insurance cover you if you get into an accident with an uninsured driver?

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

If you are retiring earlier than expected, you may be struggling to know what comes next. A few simple steps can help yo...
04/03/2025

If you are retiring earlier than expected, you may be struggling to know what comes next. A few simple steps can help you feel like you are on the right path again.

Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.

As unsettling as it may be, economic uncertainty from a trade war or tariffs is nothing new. Waiting for certainty guara...
04/01/2025

As unsettling as it may be, economic uncertainty from a trade war or tariffs is nothing new. Waiting for certainty guarantees only one thing: falling behind.

Trade wars, tariffs, and economic uncertainty, while unsettling, are unfortunately nothing new. History shows that disruptive events often cause short-term market declines. Fortunately, they don’t necessarily spell disaster for long-term investors. Despite sharp "intra-year" drops, markets have fi...

You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:
03/13/2025

You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

College, kids and costs.
03/05/2025

College, kids and costs.

A few strategies that may help you prepare for the cost of higher education.

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.
02/17/2025

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.

Five phases to changing unhealthy behaviors.

Secrets of the Temple: How the Federal Reserve works.
02/12/2025

Secrets of the Temple: How the Federal Reserve works.

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

After you leave work, what will your life look like? Organize your thoughts with the help of this piece.
02/05/2025

After you leave work, what will your life look like? Organize your thoughts with the help of this piece.

What's your vision of retirement?

Are you planning to work after taking Social Security benefits? Know the rules.
01/30/2025

Are you planning to work after taking Social Security benefits? Know the rules.

Knowing the rules may help you decide when to start benefits.

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4741 Caughlin Pkwy Suite 3
Reno, NV
89519

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Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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