Windward Private Wealth Management

Windward Private Wealth Management

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Budgeting, Cash & Debt Management

Home » Budgeting, Cash & Debt Management » Page 3

Saving for Retirement and a Child’s Education at the Same Time

Posted on: September 17, 2021

saving for child's education

You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? The truth is, saving for your retirement and your child's education at the same time can be a challenge. But take heart — you may be able to reach both goals if you make … [Read more...]

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

Should You Be Concerned About Inflation?

Posted on: September 3, 2021

inflation concerns

If you pay attention to financial news, you are probably seeing a lot of discussion about inflation, which has reared its head in the U.S. economy after being mostly dormant for the last decade. In May 2021, the Consumer Price Index for All Urban Consumers (CPI-U), often called headline inflation, … [Read more...]

Filed Under: Budgeting, Cash & Debt Management, Other Resources, Recent Posts

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

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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
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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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