Windward Private Wealth Management

Windward Private Wealth Management

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Building Wealth

Home » Building Wealth » Page 21

Windward Kansas City Financial Advisors Tax Bulletin: Tax Cuts and Jobs Act

Posted on: February 23, 2018

529 Plans Expanded

529 Plans Expanded In December 2017, the Tax Cuts and Jobs Act, a sweeping $1.5 trillion tax-cut package, became law. College students and their parents dodged a major bullet with the legislation, as  initial drafts of the bill included the elimination of Coverdell Education Savings Accounts, the … [Read more...]

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

How to Invest Sensibly In Uncertain Times

Posted on: May 25, 2017

how to invest sensibly In uncertain times

Over the last few weeks we’ve been discussing bull markets.  Particularly, how different investors react to them and why it is so hard to predict when they will end.  The market has been on a pretty good run over the last 8 or so years.  We know this has to end, but we don’t know when.  So how … [Read more...]

Filed Under: Building Wealth, Financially Independent, Investment Planning, Leaving a Legacy

How should I invest in a bull market?

Posted on: March 31, 2017

bull market

If you have been paying attention to financial markets for the past eight years you may have noticed that we are in a bull market.  You may be wondering what you should do.  If so, you are in the right place. There are three types of investors when it comes to a bull market: Overly confident … [Read more...]

Filed Under: Building Wealth, Financially Independent, Investment Planning, Leaving a Legacy, Recent Posts

The Election and Your Biases

Posted on: October 28, 2016

Election and Your Biases

Author: Brent Lemieux CFA® CPA No, I’m not talking about your political biases even though we all have those whether we care to admit it or not. I’m talking about your investment biases, in particular "recency bias", and how it negatively impacts our portfolios in good times and scary … [Read more...]

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

What’s Wrong With My “Savings”?

Posted on: October 20, 2016

What's Wrong With My Savings

Author: Emily Tierney CFP® Is your savings for a new car you’ve been stashing away for? Is it for a cash reserve for emergencies?  Will you use these savings for retirement income? Don’t get me wrong, having savings is fantastic but can you answer this question: What’s the purpose of your … [Read more...]

Filed Under: Budgeting, Cash & Debt Management, Building Wealth, Getting Started, 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
Phone: (913)381-7411
NORTH KANSAS CITY LOCATION
2101 Burlington Street North Kansas City, MO 64116
Phone: (913)381-7411

HOURS OF OPERATION
8:30am - 5:00pm Monday-Thursday
8:30am - 3:00pm Friday
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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