Windward Private Wealth Management

Windward Private Wealth Management

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    • Brad J. Harrison
    • Brandy K. Ward
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Current Events

Home » Current Events » Page 3

Perspective on Crypto

Posted on: August 24, 2021

cryptocurrency

For many reasons, cryptocurrencies have been a hot topic recently and will likely continue to be for the foreseeable future. We have received questions from clients regarding investing in cryptocurrencies, the future of blockchain technology, and how we view these topics within our general … [Read more...]

Filed Under: Budgeting, Cash & Debt Management, Building Wealth, Current Events, Financially Independent, Getting Started, Investment Planning, Recent Posts

How Secure Is Social Security?

Posted on: August 6, 2021

social security

If you're paying attention to the news, you've probably come across story after story on the health of Social Security. And, depending on the actuarial assumptions used and the political slant, Social Security has been described as everything from a program in need of some adjustments to one in … [Read more...]

Filed Under: Budgeting, Cash & Debt Management, Current Events, Financially Independent, Other Resources, Recent Posts, Retirement Savings & Income Planning

Recorded Webinar: How can I protect myself from cyber fraud and identity theft?

Posted on: March 19, 2021

recorded webinar cyber fraud

Cyber fraud and identity theft is on the rise. How can you protect yourself and your financial accounts? Hear Darrell Tierney, Drew Osborne and Brandy Ward discuss common scams they're seeing, how you can protect yourself, and ways Windward protects clients. This content is provided … [Read more...]

Filed Under: Building Wealth, Current Events, Getting Started, Other Resources, Recent Posts, Risk Management & Insurance Planning, Webinars & Videos

The American Rescue Plan Act

Posted on: March 12, 2021

American Rescue Plan Act

The American Rescue Plan Act, recently passed by Congress, has now been signed into law. While the act has many provisions that address a wide range of topics, we wanted to provide you with a brief overview of several tax provisions applicable to individuals. Recovery Rebates The act provides for … [Read more...]

Filed Under: Building Wealth, Current Events, Financially Independent, Getting Started, Income Tax Planning, Other Resources, Recent Posts

Where is my stimulus payment?

Posted on: October 6, 2020

stimulus payment

As the coronavirus (COVID-19) continues to affect our country and local communities, we want to provide some clarity to the tax-related provisions of the CARES Act. The "economic impact payments" for individuals have garnered the most interest and have received a great deal of media attention over … [Read more...]

Filed Under: Budgeting, Cash & Debt Management, Building Wealth, Current Events, Financially Independent, Getting Started, Income Tax Planning, Leaving a Legacy, Recent Posts, Retirement Savings & Income Planning

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Windward Private Wealth Management Inc
Contact Us
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