Windward Private Wealth Management

Windward Private Wealth Management

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Building Wealth

Home » Building Wealth » Page 19

Windward Tax Bulletin: Tax Planning Tips for Disability Insurance

Posted on: July 20, 2018

Disability Insurance Tax Planning

The income you receive from disability income insurance may or may not be taxable. The taxability of disability income insurance benefits depends on what type of benefits you receive, whether the premiums were paid with pretax or after-tax dollars, and who paid the premiums (you or your … [Read more...]

Filed Under: Building Wealth, Getting Started, Income Tax Planning, Recent Posts, Risk Management & Insurance Planning, Self-Employed

Windward Community: 4th of July Fun in KC

Posted on: July 2, 2018

4th of July Fun in KC

Looking for something fun to do tonight to celebrate Independence Day?  There is a lot going on in the metro area this week and weekend – from Worlds of Fun BBQ & Boom, to celebrating at the K with the Royals, to Overland Park’s Star Spangled Spectacular event.  You can check out all that’s … [Read more...]

Filed Under: Building Wealth, Financially Independent, Getting Started, Leaving a Legacy, Recent Posts

Windward Passages: This Is Not A Financial Plan!

Posted on: July 2, 2018

Financial Planning

Do you have a financial plan?  What is a financial plan? We can tell you what is not a financial plan… A plan is not a: a portfolio an asset allocation a personal financial statement a budget a savings account an employer retirement plan If you are accumulating money for a … [Read more...]

Filed Under: Building Wealth, Financially Independent, Getting Started, Leaving a Legacy, Recent Posts, Retirement Savings & Income Planning

Windward Tax Bulletin: Tax Benefits of Home Ownership

Posted on: June 18, 2018

Tax Benefits of Home Ownership

In tax lingo, your principal residence is the place where you legally reside. It's typically the place where you spend most of your time, but several other factors are also relevant in determining your principal residence. Many of the tax benefits associated with home ownership apply mainly to your … [Read more...]

Filed Under: Building Wealth, Financially Independent, Getting Started, Income Tax Planning, Leaving a Legacy, Recent Posts

Windward Community: A Favorite Spot of Ours

Posted on: June 5, 2018

Parkville, Missouri

Can you guess which town just outside Kansas City was originally a steamboat landing? That was formally platted by Colonel George S. Park?  That features quaint shopping, dining and a historic downtown? And a charming university?  Still guessing? If you haven’t been to the small town of … [Read more...]

Filed Under: Building Wealth, Financially Independent, Getting Started, Leaving a Legacy, Recent Posts

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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
NORTH KANSAS CITY LOCATION
2101 Burlington Street North 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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