HELP I’M BROKE With tax day looming, you may not have much extra change for entertainment this weekend. Never fear, we have you covered. In fact, we have you covered for the rest of the year. Just check out this list of 33 Free Things to do in Kansas City. Why not try one each weekend! This … [Read more...]
Windward Community: 33 Free Things to Do in Kansas City
Windward Passages: Protect Yourself From Identity Theft
Coping with Identity Theft In general Whether they're snatching your purse, diving into your dumpster, stealing your mail, or hacking into your computer, they're out to get you. Who are they? Identity thieves. Identity thieves can empty your bank account, max out your credit cards, open new … [Read more...]
Windward Kansas City Financial Advisors Tax Bulletin: Help! I Can’t Pay My Tax Bill
You're almost done with your federal income tax return, and you're already thinking of ways to spend your refund. Then, the unthinkable happens — instead of a refund, you find that you owe $3,000. Or perhaps you've just received an IRS notice in the mail claiming that you owe $9,000 for the … [Read more...]
Windward Kansas City Financial Advisors Tax Bulletin: Tax Cuts and Jobs Act
529 Plans Expanded In December 2017, the Tax Cuts and Jobs Act, a sweeping $1.5 trillion tax-cut package, became law. College students and their parents dodged a major bullet with the legislation, as initial drafts of the bill included the elimination of Coverdell Education Savings Accounts, the … [Read more...]
The Election and Your Biases
Author: Brent Lemieux CFA® CPA No, I’m not talking about your political biases even though we all have those whether we care to admit it or not. I’m talking about your investment biases, in particular "recency bias", and how it negatively impacts our portfolios in good times and scary … [Read more...]