Windward Private Wealth Management

Windward Private Wealth Management

SearchClient LoginContact Us
  • Services
    • What We Do
      • Your Goals
      • Your Retirement Income
      • Your Investments
      • Your Taxes
      • Your Legacy
    • Who We Serve
      • Getting Started
      • Building Wealth
      • Financially Independent
      • Leaving a Legacy
  • Our Process
  • Who We Are
    • Brad J. Harrison
    • Brandy K. Ward
    • Caitlin M. Ryser
    • Darrell R. Tierney
    • Drew S. Osborne
    • Emily Tierney Petty
    • Kathy M. Washburn
    • Nicholas P. Hartley
  • Windward Passages

Budgeting, Cash & Debt Management

Home » Budgeting, Cash & Debt Management » Page 4

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

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

  • «
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • »

Subscribe

Windward Passages

Sign up here to get weekly financial insights delivered to your inbox

Recent Posts

  • Tax Filing Season Has Started
  • RMD Considerations
  • High Inflation Considerations, Retirement Investing Tips, & Urban Air
  • High Inflation Considerations
  • Five Keys to Investing for Retirement

Categories

  • Budgeting, Cash & Debt Management
  • Building Wealth
  • Charitable Giving
  • Current Events
  • Education Planning
  • Estate Planning
  • Financially Independent
  • Getting Started
  • Income Tax Planning
  • Investment Planning
  • Leaving a Legacy
  • Other Resources
  • Recent Posts
  • Retirement Savings & Income Planning
  • Risk Management & Insurance Planning
  • Self-Employed
  • Webinars & Videos
  • Weekly Newsletter

Archives

Windward Private Wealth Management Inc
Contact Us
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.
Copyright © 2020 - All rights reserved  | Site Map | Privacy Policy | Terms of Use |
Site by Thrive Internet Marketing Agency

Our last day at 2101 Burlington is 1/27/2023. Our new office is being renovated and will open between 2/15-3/1/2023. Our new address will be: 851 NW 45th St., Suite 106 Kansas City, MO 64116