Windward Private Wealth Management

Windward Private Wealth Management

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    • Brad J. Harrison
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Budgeting, Cash & Debt Management

Home » Budgeting, Cash & Debt Management » Page 3

Child Tax Credit for 2021

Posted on: July 15, 2021

child tax credit

Recently, there were temporary changes made to the child tax credit that will benefit many taxpayers. As part of The American Rescue Plan Act of 2021, that was enacted in March 2021, the child tax credit has increased in amount, is fully refundable, and may be partially received in advance through … [Read more...]

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

Video: Kids and Money Part 2 – Pre-teens and Teens

Posted on: July 8, 2021

kids and money

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. Is allowance still appropriate? Should they have a credit card? Should they invest in the stock market? How much should you … [Read more...]

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

Video: Kids and Money Part 1 – Newborn through Middle School

Posted on: May 13, 2021

kids and money video

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 handle money. As kids start to ask questions about money, how do you approach these conversations? Should you pay your child an … [Read more...]

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

New $300 Deduction For Cash Contributions

Posted on: February 12, 2021

cash contributions

Cash donations up to $300 that were made to qualified charitable organizations in 2020 are now tax deductible, even if you don’t itemize your deductions. The Coronavirus Aid, Relief and Economic Security Act (CARES Act) that was passed in March 2020 included the tax law change to help support … [Read more...]

Filed Under: Budgeting, Cash & Debt Management, Building Wealth, Charitable Giving, Financially Independent, Getting Started, Income Tax Planning, Leaving a Legacy, Recent Posts

Video: Tax Planning Issues for the Working

Posted on: February 10, 2021

Tax Planning Issues for the Working video

Hear Emily Petty and Matt Bellomo discuss tax planning issues for those who are working. Our checklist highlights things you may not have considered that can have a tax impact, planning opportunities, tax saving tips, and more. From family and filing issues to state-specific issues, our quick video … [Read more...]

Filed Under: Budgeting, Cash & Debt Management, Building Wealth, Education Planning, Financially Independent, Getting Started, Income Tax Planning, Investment Planning, Retirement Savings & Income Planning, Self-Employed, Webinars & Videos

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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
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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