Windward Private Wealth Management

Windward Private Wealth Management

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    • Blake D. Harris
    • Brad J. Harrison
    • Brandy K. Ward
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Building Wealth

Home » Building Wealth » Page 4

2022 Retirement Plan Limits

Posted on: February 18, 2022

Roth IRA savings

Generally, the amount that you can contribute to IRAs and retirement plans are indexed for inflation each year. In 2022, the contribution limit for IRAs is the same as it was for 2021. However, other key numbers have increased, like how much you can put in an employer-provided retirement plan. The … [Read more...]

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

6 Essential Tips in Choosing the Right Financial Advisor

Posted on: February 11, 2022

6 Essential Tips in Choosing the Right Financial Advisor

A financial advisor will play a vital role in your life. As people who will be involved in your financial success, you need to choose someone you can trust. This is why it’s important to weigh your different options and gauge how helpful they will be in your situation. Here are six things you can do … [Read more...]

Filed Under: Building Wealth, Recent Posts

Planning for Remarriage

Posted on: January 19, 2022

wealth management

If you're planning to remarry, you must decide how you and your fiancé will combine your finances, and you'll need to plan a financial strategy that considers the assets, liabilities, and financial responsibilities that each partner brings to the marriage. You'll find that financial planning for … [Read more...]

Filed Under: Budgeting, Cash & Debt Management, Building Wealth, Estate Planning, Financially Independent, Leaving a Legacy, Other Resources

Information for recipients of advance child tax credit payments & third stimulus payments

Posted on: January 11, 2022

child tax credit

IRS sending information letters to recipients of advance child tax credit payments and third Economic Impact Payments The IRS started issuing information letters to advance child tax credit recipients in December. Recipients of the third round of the Economic Impact Payments will begin receiving … [Read more...]

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

Changing Jobs? Know Your 401(k) Options

Posted on: January 5, 2022

changing jobs

If you've lost your job, or are changing jobs, you may be wondering what to do with your 401(k) plan account. It's important to understand your options. What will I be entitled to? If you leave your job (voluntarily or involuntarily), you'll be entitled to a distribution of your vested … [Read more...]

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

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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
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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