Windward Private Wealth Management

Windward Private Wealth Management

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Budgeting, Cash & Debt Management

Home » Budgeting, Cash & Debt Management » Page 2

Student Loan Cancellation & Delayed Repayment

Posted on: September 8, 2022

New Cancellation for Federal Student Loans and Delayed Repayment to 2023 On August 24, 2022, just a few days before federal student loan repayment was set to resume, President Biden announced a plan for additional student loan debt relief. Federal student loan repayment was originally halted in … [Read more...]

Filed Under: Budgeting, Cash & Debt Management, Building Wealth, Education Planning, Recent Posts

Record Keeping for Your Business

Posted on: August 26, 2022

Record Keeping for Your Business

Keeping good business records will not only help you stay in  business but may also help you increase profits. Your business records let you  analyze where your business is and where it's going. They point out potential  trouble spots and serve as a guide to where you want your business to be. Your … [Read more...]

Filed Under: Budgeting, Cash & Debt Management, Building Wealth, Self-Employed

Planning for Remarriage

Posted on: January 19, 2022

wealth management

If you're planning to remarry, you must decide how you and your fiancé will combine your finances, and you'll need to plan a financial strategy that considers the assets, liabilities, and financial responsibilities that each partner brings to the marriage. You'll find that financial planning for … [Read more...]

Filed Under: Budgeting, Cash & Debt Management, Building Wealth, Estate Planning, Financially Independent, Leaving a Legacy, Other Resources

Information for recipients of advance child tax credit payments & third stimulus payments

Posted on: January 11, 2022

child tax credit

IRS sending information letters to recipients of advance child tax credit payments and third Economic Impact Payments The IRS started issuing information letters to advance child tax credit recipients in December. Recipients of the third round of the Economic Impact Payments will begin receiving … [Read more...]

Filed Under: Budgeting, Cash & Debt Management, Building Wealth, Getting Started, Income Tax Planning, Recent Posts

Employer Open Enrollment

Posted on: November 12, 2021

Employer Open Enrollment

Make Benefit Choices That Work For You Open enrollment is the window of time when employers introduce changes to their benefit offerings for the upcoming plan year. If you're employed, this is your once-a-year chance to make important decisions that will affect your health-care choices and your … [Read more...]

Filed Under: Budgeting, Cash & Debt Management, Risk Management & Insurance Planning

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Windward Private Wealth Management Inc
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OVERLAND PARK LOCATION
10955 Lowell Avenue, Suite 410 Overland Park, KS 66210
Hours of Operation:
8:30 am - 5:00 pm M-Th
8:30 am - 3:00 pm Fr
KANSAS CITY LOCATION
851 NW 45th St., Suite 106 Kansas City, MO 64116
Hours of Operation:
By appointment only
913-381-7411

 

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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