Windward Private Wealth Management

Windward Private Wealth Management

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Building Wealth

Home » Building Wealth » Page 23

Does Divorce Affect My Social Security Benefits?

Posted on: August 25, 2016

Does Divorce Affect My Social Security Benefits

Author: Emily Tierney Getting a divorce is a major life change that has an effect on many different areas in a person’s life. Social Security may not be the first thing that comes to mind when thinking through the ramifications of divorce, but divorce does affect Social Security benefits.  How does … [Read more...]

Filed Under: Building Wealth, Financially Independent, Other Resources, Recent Posts, Retirement Savings & Income Planning

What is the right time to begin receiving Social Security benefits?

Posted on: August 18, 2016

retirement

Author: Emily Tierney Deciding when to start receiving Social Security benefits is a big decision! You can start receiving Social Security retirement benefits as young as age 62 and as late as age 70.  If you start receiving Social Security benefits before your full retirement age, your benefit is … [Read more...]

Filed Under: Building Wealth, Financially Independent, Other Resources, Recent Posts, Retirement Savings & Income Planning

How much student loan debt is too much?

Posted on: August 11, 2016

getting started

Author: Emily Tierney                                 When it comes to taking out student loans to pay for a college education (or higher), it’s hard to know how much debt to take on. It’s also hard to predict what kind of income your future career will bring and if you will hold that job at that … [Read more...]

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

What is asset location?

Posted on: August 4, 2016

What is asset location

Author: Brent Lemieux CFA® CPA This post is part of our series on how to save tax on investments.  By making more tax conscious investing decisions, we give ourselves the opportunity to earn a higher after- tax return without really changing the overall composition of our portfolios.  One strategy … [Read more...]

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

What Is Tax Loss Harvesting?

Posted on: July 27, 2016

What Is Tax Loss Harvesting

Author: Brent Lemieux CFA® CPA We all know that investing in the market is not for the faint of heart. The market often behaves like a manic depressive, changing its mood from one day to the next.  This can be scary when things get ugly and the market tanks.  It’s usually best to stay the course in … [Read more...]

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

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Windward Private Wealth Management Inc
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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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