Windward Private Wealth Management

Windward Private Wealth Management

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    • Brad J. Harrison
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Building Wealth

Home » Building Wealth » Page 26

Where Can You Find A Guaranteed Rate Of Return?

Posted on: April 22, 2016

Where Can You Find A Guaranteed Rate Of Return

Author: Emily Tierney In a low-interest rate environment one of the best ways to “earn” return is to pay off fixed interest rate loans.  Like the old adage, “a penny saved is a penny earned”, paying off a fixed interest-rate loan may give your personal net worth the same boost as earning investment … [Read more...]

Filed Under: Budgeting, Cash & Debt Management, Building Wealth, Financially Independent, Investment Planning, Leaving a Legacy, Recent Posts

How Should I Invest In My 20s?

Posted on: April 14, 2016

How Should I Invest In My 20s

Author: Brent Lemieux CFA® CPA Like the answer to so many other questions, it depends.  In order to determine how the money should be invested, and if it should be invested, we need to ask ourselves three main questions: What am I saving for? What does my debt situation look like? Do I … [Read more...]

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

How Self-Employed Business Owners Can Save on Taxes While Saving for Retirement

Posted on: April 1, 2016

How Self-Employed Business Owners Can Save on Taxes

Author: Drew Osborne CFP® Late winter and early spring are synonymous with tax season around our Windward offices. As we work with our clients to minimize their tax burden, retirement contributions can often be a good strategy to save for the future and also reduce their current tax liability. … [Read more...]

Filed Under: Building Wealth, Getting Started, Recent Posts, Self-Employed

Should I choose a Roth or Traditional IRA?

Posted on: March 25, 2016

Should I choose a Roth or Traditional IRA?

Author: Brent Lemieux CFA® CPA Roth IRAs have grown increasingly popular and are available to many.  Even if your income level excludes you from contributing to a Roth IRA, your employer may have a Roth 401(k) option, which permits even the highest income earners to participate. If you have the … [Read more...]

Filed Under: Building Wealth, Getting Started, Recent Posts, Self-Employed

CNBC Did Not Say This Today

Posted on: March 16, 2016

Author: Darrell R. Tierney CFP® CPA PFS Turn off business television. Invest in a diversified portfolio of large, small, and international companies, bonds, real estate, and commodities. Keep your investment expenses to a minimum. Periodically rebalance. Repeat this for the next forty or … [Read more...]

Filed Under: Building Wealth, Financially Independent, Getting Started, Investment Planning, 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
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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