New Spending Package Includes Sweeping Retirement Plan Changes The $1.4 trillion spending package enacted on December 20, 2019, included the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which had overwhelmingly passed the House of Representatives in the spring of 2019, but … [Read more...]
Windward Passages: How the SECURE Act May Effect You
Windward Passages: Help! It’s Open Enrollment
Open enrollment starts November 1 and runs through December 15th. Below, are considerations during open enrollment season. 1. Health Insurance The most common consideration during open enrollment - it's important to consider if your current health insurance plan is optimal for you and your … [Read more...]
Windward Passages: I Just Have One Financial Planning Question
Frequently, prospective clients ask us for help with specific planning issues. Does our asset allocation make sense? Are we on track for retirement? Should I renew this life insurance policy? In a nutshell, are we going to be OK? Often, they find us because we are “fee only” advisors. They … [Read more...]
Windward Passages: Umbrella Liability Insurance
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 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...]