Windward Private Wealth Management

Windward Private Wealth Management

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  • What We Do
    • Your Goals
    • Your Retirement Income
    • Your Investments
    • Your Taxes
    • Your Legacy
  • Who We Are
    • Blake D. Harris
    • Brad J. Harrison
    • Brandy K. Ward
    • Caitlin M. Ryser
    • Darrell R. Tierney
    • Drew S. Osborne
    • Emily Tierney Petty
    • Kathy M. Washburn
    • Nicholas P. Hartley
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Getting Started

Home » Getting Started » Page 2

Student Loan Repayment Delayed Again

Posted on: December 7, 2022

student loan debt

...To Future Date in 2023 The Biden administration has announced another extension for repayment of federal student loans to an unspecified date in 2023 due to legal challenges that have blocked implementation of the student loan debt relief program. The previous payment moratorium was set to … [Read more...]

Filed Under: Building Wealth, Education Planning, Getting Started, Recent Posts

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

Comparing Health Insurance Plans

Posted on: July 28, 2022

health insurance

Perhaps you're starting a new job or trying to integrate employee benefits with your new spouse. Or maybe you're shopping for individual health insurance coverage. One of the challenges when comparing health plans is that many different types of plans are available, including indemnity plans, health … [Read more...]

Filed Under: Building Wealth, Getting Started, Recent Posts, Risk Management & Insurance Planning

Taking Advantage of Employer-Sponsored Retirement Plans

Posted on: July 19, 2022

Employer-Sponsored Retirement Plans

Employer-sponsored qualified retirement plans such as 401(k)s are some of the most powerful retirement savings tools available. If your employer offers such a plan and you're not participating in it, you should be. Once you're participating in a plan, try to take full advantage of it. Understand … [Read more...]

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

2022 Retirement Plan Limits

Posted on: February 18, 2022

Roth IRA savings

Generally, the amount that you can contribute to IRAs and retirement plans are indexed for inflation each year. In 2022, the contribution limit for IRAs is the same as it was for 2021. However, other key numbers have increased, like how much you can put in an employer-provided retirement plan. The … [Read more...]

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

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Recent Posts

  • Harvesting Capital Losses June 27, 2025
  • Manage Your Important Documents June 13, 2025
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  • Updating an Estate Plan May 15, 2025
  • Dormant 401(k) April 18, 2025
  • Reviewing Tax Returns While Retired April 4, 2025
  • Reviewing Tax Returns While Working March 28, 2025
  • Qualified Charitable Distributions March 14, 2025
  • Cash Flow Considerations February 28, 2025
  • Tax Document Collection Checklist February 14, 2025

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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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