Windward Private Wealth Management

Windward Private Wealth Management

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Financially Independent

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Leaving Your Job? Retirement Savings Plan Options

Posted on: September 14, 2022

Debt Optimization Strategies

Are you leaving your job and considering whether to take a distribution from your 401(k), 403(b), or governmental 457(b) plan? If so, make sure you've considered all your options. In general, you have the following four options when you're eligible to receive a distribution from your employer … [Read more...]

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

Choosing a Continuing Care Retirement Community

Posted on: August 22, 2022

retirement community

What is a continuing care retirement community (CCRC)? CCRCs are retirement facilities that offer housing, meals, activities, and health care to their residents. These communities appeal to people who are currently in good health, but who worry that they may need nursing care later on. The CCRC and … [Read more...]

Filed Under: Financially Independent, Leaving a Legacy, Other Resources

U.S. Savings Bonds

Posted on: May 26, 2022

U.S. Savings Bonds

Many people had their first experience with saving for the future as children when they received a U.S. savings bond as a gift. Savings bonds are issued by the U.S. Treasury Department. However, unlike Treasury bills, notes, and bonds, they are not traded on the open market, and are sold almost … [Read more...]

Filed Under: Building Wealth, Financially Independent, Investment Planning, Recent Posts, Retirement Savings & Income Planning

What Do Rising Interest Rates Mean for Your Money?

Posted on: May 6, 2022

Rising Interest Rates

On May 4, 2022, the Federal Open Market Committee (FOMC) of the Federal Reserve raised the benchmark federal funds rate 0.50%. This is part of a series of increases that the FOMC expects to carry out over the next two years to combat high inflation.1 Along with announcing the current increase, … [Read more...]

Filed Under: Building Wealth, Financially Independent, Investment Planning, Leaving a Legacy, Recent Posts, Retirement Savings & Income Planning

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

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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 last day at 2101 Burlington is 1/27/2023. Our new office is being renovated and will open between 2/15-3/1/2023. Our new address will be: 851 NW 45th St., Suite 106 Kansas City, MO 64116