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 5

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

Qualified Charitable Distributions from IRAs

Posted on: January 28, 2021

Charitable Contributions from IRAs

Did you know that if you are 70½ or older you can make tax-free charitable donations directly from your IRA?   You can donate to qualified charitable organizations by making a qualified charitable distribution (QCD) from an IRA directly to the organization. You can exclude up to $100,000 … [Read more...]

Filed Under: Budgeting, Cash & Debt Management, Charitable Giving, Financially Independent, Income Tax Planning, Leaving a Legacy, Recent Posts, Retirement Savings & Income Planning

Where is my stimulus payment?

Posted on: October 6, 2020

stimulus payment

As the coronavirus (COVID-19) continues to affect our country and local communities, we want to provide some clarity to the tax-related provisions of the CARES Act. The "economic impact payments" for individuals have garnered the most interest and have received a great deal of media attention over … [Read more...]

Filed Under: Budgeting, Cash & Debt Management, Building Wealth, Current Events, Financially Independent, Getting Started, Income Tax Planning, Leaving a Legacy, Recent Posts, Retirement Savings & Income Planning

Establishing an Emergency Fund

Posted on: October 1, 2020

Emergency Fund

Crises always seem to strike at the worst time. The next time you need unexpected car maintenance or a new HVAC system ASAP, a financial safety net could be in place to provide some resolution to these financial stressors. This can be accomplished by establishing and maintaining a cash reserve that … [Read more...]

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

The Scoop on Recovery Rebates

Posted on: April 21, 2020

recovery rebates

You've probably heard that IRS will be making millions of "economic impact payments" (also called "recovery rebates") in the coming months to help people stay afloat during this time of economic uncertainty related to the COVID-19 crisis. Here's what you need to know about this program. Amount of … [Read more...]

Filed Under: Budgeting, Cash & Debt Management, Building Wealth, Current Events, Financially Independent, Getting Started, Income Tax Planning, Leaving a Legacy, Recent Posts, Retirement Savings & Income Planning

  • «
  • 1
  • …
  • 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