Windward Private Wealth Management

Windward Private Wealth Management

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Budgeting, Cash & Debt Management

Home » Budgeting, Cash & Debt Management » Page 2

Financial Tips for Unmarried Couples

Posted on: September 2, 2021

financial tips for unmarried couples

If you are in a long-term, committed relationship, you have many of the same financial concerns as married couples. However, you lack many of the legal protections and advantages that married couples enjoy. Here are some tips that can help you and your partner stay on the road to financial … [Read more...]

Filed Under: Budgeting, Cash & Debt Management, Estate Planning, Retirement Savings & Income Planning, Risk Management & Insurance Planning

Perspective on Crypto

Posted on: August 24, 2021

cryptocurrency

For many reasons, cryptocurrencies have been a hot topic recently and will likely continue to be for the foreseeable future. We have received questions from clients regarding investing in cryptocurrencies, the future of blockchain technology, and how we view these topics within our general … [Read more...]

Filed Under: Budgeting, Cash & Debt Management, Building Wealth, Current Events, Financially Independent, Getting Started, Investment Planning, Recent Posts

How Secure Is Social Security?

Posted on: August 6, 2021

social security

If you're paying attention to the news, you've probably come across story after story on the health of Social Security. And, depending on the actuarial assumptions used and the political slant, Social Security has been described as everything from a program in need of some adjustments to one in … [Read more...]

Filed Under: Budgeting, Cash & Debt Management, Current Events, Financially Independent, Other Resources, Recent Posts, Retirement Savings & Income Planning

Retirement Planning Tips for Women

Posted on: July 22, 2021

Women often face special challenges when planning for retirement. For example, if they are the primary caregivers in their families, their careers may be interrupted to care for children or elderly parents, which means they may spend less time in the workforce and earn less money than men in the … [Read more...]

Filed Under: Budgeting, Cash & Debt Management, Building Wealth, Education Planning, Estate Planning, Financially Independent, Getting Started, Income Tax Planning, Investment Planning, Other Resources, Recent Posts, Retirement Savings & Income Planning, Risk Management & Insurance Planning

Video: Kids and Money Part 3 – Young Adults

Posted on: July 22, 2021

Raising Financially Responsible Children As a parent you want your kids to become healthy adults functioning in society and a big part of that is learning how to manage money. Should you be helping them through college? How do 529 accounts affect student loans? How should education savings be … [Read more...]

Filed Under: Budgeting, Cash & Debt Management, Building Wealth, Education Planning, Getting Started, Income Tax Planning, Investment Planning, Other Resources, Recent Posts, Retirement Savings & Income Planning, Webinars & Videos

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Windward Private Wealth Management Inc
Contact Us
OVERLAND PARK LOCATION
10955 Lowell Avenue, Suite 410 Overland Park, KS 66210
Phone: (913)381-7411
NORTH KANSAS CITY LOCATION
2101 Burlington Street North Kansas City, MO 64116
Phone: (913)381-7411

HOURS OF OPERATION
8:30am - 5:00pm Monday-Thursday
8:30am - 3:00pm Friday
Windward Private Wealth Management Inc. is an SEC registered investment advisor. Past performance is no guarantee of future results. All securities involve risk and may result in a loss. *We do not provide legal services. These services are rendered at client request in coordination with legal counsel. Legal services will be billed by the provider and are separate from our fees. We do not sell insurance products. These products may be purchased at client request in coordination with insurance agents. Insurance agents are responsible for recommendation of all insurance products. Windward does not guarantee the performance of any insurance product purchased.
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