Windward Private Wealth Management

Windward Private Wealth Management

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    • Blake D. Harris
    • Brad J. Harrison
    • Brandy K. Ward
    • Caitlin M. Ryser
    • Darrell R. Tierney
    • Drew S. Osborne
    • Emily Tierney Petty
    • Kathy M. Washburn
    • Nicholas P. Hartley
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Building Wealth

Home » Building Wealth » Page 2

Merging Your Money When You Marry

Posted on: December 22, 2022

Merging Your Money When You Marry

Getting married is exciting, but it brings many challenges. One such challenge that you and your spouse will have to face is how to merge your finances. Planning carefully and communicating clearly are important, because the financial decisions that you make now can have a lasting impact on your … [Read more...]

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

Student Loan Repayment Delayed Again

Posted on: December 7, 2022

student loan debt

...To Future Date in 2023 The Biden administration has announced another extension for repayment of federal student loans to an unspecified date in 2023 due to legal challenges that have blocked implementation of the student loan debt relief program. The previous payment moratorium was set to … [Read more...]

Filed Under: Building Wealth, Education Planning, Getting Started, Recent Posts

Leaving Your Job? Retirement Savings Plan Options

Posted on: September 14, 2022

Debt Optimization Strategies

Are you leaving your job and considering whether to take a distribution from your 401(k), 403(b), or governmental 457(b) plan? If so, make sure you've considered all your options. In general, you have the following four options when you're eligible to receive a distribution from your employer … [Read more...]

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

Student Loan Cancellation & Delayed Repayment

Posted on: September 8, 2022

New Cancellation for Federal Student Loans and Delayed Repayment to 2023 On August 24, 2022, just a few days before federal student loan repayment was set to resume, President Biden announced a plan for additional student loan debt relief. Federal student loan repayment was originally halted in … [Read more...]

Filed Under: Budgeting, Cash & Debt Management, Building Wealth, Education Planning, Recent Posts

Record Keeping for Your Business

Posted on: August 26, 2022

Record Keeping for Your Business

Keeping good business records will not only help you stay in  business but may also help you increase profits. Your business records let you  analyze where your business is and where it's going. They point out potential  trouble spots and serve as a guide to where you want your business to be. Your … [Read more...]

Filed Under: Budgeting, Cash & Debt Management, Building Wealth, Self-Employed

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Recent Posts

  • 529 Plan Distribution Rules May 29, 2025
  • Updating an Estate Plan May 15, 2025
  • Dormant 401(k) April 18, 2025
  • Reviewing Tax Returns While Retired April 4, 2025
  • Reviewing Tax Returns While Working March 28, 2025
  • Qualified Charitable Distributions March 14, 2025
  • Cash Flow Considerations February 28, 2025
  • Tax Document Collection Checklist February 14, 2025
  • RMD Considerations January 31, 2025
  • Year-End Considerations November 27, 2024

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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
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.
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