Someone will always be getting richer faster than you. This is not a tragedy…The idea of caring that someone is making money faster than you are is one of the deadly sins.
-Charlie Munger
What Accounts Should I Consider If I Want to Save More?
If you have a surplus of cash on hand that you want to save for the future, which account type should you consider? This checklist provides a structured outline to guide you regarding available and appropriate savings strategies.
Check it out here:
What Accounts Should I Consider If I Want to Save More?
How Much Annual Income Can Your Retirement Portfolio Provide?
Your retirement lifestyle will depend not only on your assets and investment choices, but also on how quickly you draw down your retirement portfolio. The annual percentage that you take out of your portfolio, whether from returns or the principal itself, is known as your withdrawal rate. Figuring out an appropriate initial withdrawal rate is a key issue in retirement planning and presents many challenges.
The Northland Windward Office is Moving!
Our new office is being renovated and will open between 2/15-3/1/2023. Effective March 1st, our new Northland address will be:
851 NW 45th St., Suite 106
Kansas City, MO 64116
Photo of the Week
The Ward family pictured after Collins and Briggs raced in General Tire Arenacross at Hale Arena in Kansas City, Missouri in January.
This content is provided by Windward Private Wealth Management Inc. (“Windward” or the “Firm”) for informational purposes only. Investing involves the risk of loss and investors should be prepared to bear potential losses. No portion of this blog is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. Certain information contained in the individual blog posts will be derived from sources that Windward believes to be reliable; however, the Firm does not guarantee the accuracy or timeliness of such information and assumes no liability for any resulting damages.
Windward is an SEC registered investment adviser. The Firm may only provide services in those states in which it is notice filed or qualifies for a corresponding exemption from such requirements. For information about Windward’s registration status and business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.