Umbrella Liability Insurance When your local weather forecaster tells you that it's going to rain, what do you do? That's easy--you reach for your umbrella. So why not purchase an umbrella that can protect you in stormy financial weather? Umbrella liability insurance (ULI) can do just that. By … [Read more...]
Windward Passages: Umbrella Liability Insurance
Windward Community: Windward’s Favorite Fall Activities
Fall (which officially begins September 23rd) is a great time to spend a special family day doing a fun outdoor activity. Whether its shopping, pumpkin picking, exploring a corn maze or explaining financial planning benefits to a family member over apple cider, we love all things fall. We asked … [Read more...]
Windward Tax Bulletin: Taxation of Investments
It's nice to own stocks, bonds, and other investments. Nice, that is, until it's time to fill out your federal income tax return. At that point, you may be left scratching your head. Just how do you report your investments and how are they taxed? Is it ordinary income or a capital gain? To … [Read more...]
Windward Community: Weston, Missouri
Weston, Missouri, known as the best small town in Missouri, is located approximately 35 miles northwest of downtown Kansas City on the Missouri River. Weston is known for being a great place to experience American history. Weston has a little bit of everything to offer from historic homes, … [Read more...]
Windward Passages: Charitable Gifting
What constitutes a gift to charity? A gift to charity is simply a gratuitous transfer of property to a charitable organization. The key is that your gift must be some kind of property--your time or personal services do not count. There are several different types of property that can be donated to … [Read more...]