Windward Private Wealth Management

Windward Private Wealth Management

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Building Wealth

Home » Building Wealth » Page 30

Human Capital, Part 2: How To Build It

Posted on: February 11, 2016

Author: Brent Lemieux CPA Like most things that are worth doing, building human capital requires a certain level of dedication and persistence.  At Windward, we believe focusing on what you can control leads to a happier life and better outcomes over time. What areas of personal development should … [Read more...]

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

Human Capital, Part 1: Why Is It Important?

Posted on: February 3, 2016

Author: Brent Lemieux, CPA When markets are bumpy it’s natural to pay close attention to the value swings of your portfolio. However, we believe this hyper focus on markets is counterproductive as it increases the likelihood that you will make an emotional mistake and cause you to experience … [Read more...]

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

Understanding Your Risk Tolerance

Posted on: January 11, 2016

When it comes to investing, everyone’s comfort level is different – and for different reasons. Losing sleep at night because you are invested in a way that is too volatile may be a sign that you are invested too aggressively. When an investment fails to keep up with the current rate of inflation may … [Read more...]

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

Saving versus Paying Down Debt

Posted on: January 11, 2016

Should I focus on investing or paying off debt? At Windward, we like to see people  debt-free but they  also need  enough retirement savings to last them throughout retirement.  So debt-free or retirement savings? The answer is unique for everyone, but there are some basics to consider. One way to … [Read more...]

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

How can you get a copy of your credit report?

Posted on: January 11, 2016

copy of your credit report

  You can request your credit report by mail or online. Visit www.annualcreditreport.com. Here you can either view the report online or download a request form to have your report mailed. There are three credit report agencies: Experian, TransUnion, and Equifax. Each provides a free … [Read more...]

Filed Under: Building Wealth, Financially Independent, Getting Started, Leaving a Legacy, Other Resources, Recent Posts, Risk Management & Insurance Planning

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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
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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Our new KC North office address is 851 NW 45th St., Suite 106, Kansas City, MO 64116