At the end of January, Windward held their annual “holiday” get together. We take time after the holidays, to get the firm and significant others together to get out of the office and do something fun. This year, we went axe throwing!What? Yes, axe throwing! There are a couple locations … [Read more...]
Windward Community: Windward Goes Axe Throwing
Windward Passages: Windward and NAPFA
What is NAPFA and why is it so important to Windward? NAPFA (National Association of Personal Financial Advisors) is an organization of fee-only, comprehensive financial advisors who adhere to a strict code of ethics and are fiduciaries. NAPFA members are committed to providing objective, … [Read more...]
Windward Passages: State of the Firm Address
Happy 2019 to our clients and friends,The past year was very good to Windward. We are fortunate to work with over 200 client families, to help them preserve capital, develop a plan and save taxes. We believe Windward’s future is bright and in good hands. We want to share several recent Windward … [Read more...]
Windward Community: Goal Setting
Setting goals is an important aspect of life. It helps you identify what’s truly important to you. It boosts motivation, drives ambition, and gives your life direction. Goal setting gives you something to focus on, a destination to reach, something to aspire towards. When that goal is complete, … [Read more...]
Windward Tax Bulletin: Required Minimum Distributions
What are required minimum distributions (RMDs)? Required minimum distributions, often referred to as RMDs or minimum required distributions, are amounts that the federal government requires you to withdraw annually from traditional IRAs and employer-sponsored retirement plans after you reach age … [Read more...]