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Investment Planning

Home » Investment Planning » Page 3

Five Keys to Investing for Retirement

Posted on: February 9, 2022

investing for retirement

Making decisions about your retirement account can seem overwhelming, especially if you feel unsure about your knowledge of investments. However, the following basic rules can help you make smarter choices regardless of whether you have some investing experience or are just getting started. 1. … [Read more...]

Filed Under: Investment Planning, Recent Posts, Retirement Savings & Income Planning

Changing Jobs? Know Your 401(k) Options

Posted on: January 5, 2022

changing jobs

If you've lost your job, or are changing jobs, you may be wondering what to do with your 401(k) plan account. It's important to understand your options. What will I be entitled to? If you leave your job (voluntarily or involuntarily), you'll be entitled to a distribution of your vested … [Read more...]

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

Dollar Cost Averaging

Posted on: November 12, 2021

dollar cost averaging

If you haven't started investing towards a long-term goal because you're worried about short-term market volatility, consider using a popular investment strategy called dollar cost averaging. Dollar cost averaging takes some of the guesswork out of investing in the stock market. Instead of waiting … [Read more...]

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

Investing in Bonds

Posted on: September 17, 2021

investing in bonds

Bonds may not be as glamorous as stocks or commodities, but they are a significant component of most investment portfolios. Bonds are traded in huge volumes every day, but their full usefulness is often underappreciated and underestimated. Why invest in bonds? Bonds can help diversify your … [Read more...]

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

Fundamental Concepts for New Investors

Posted on: September 17, 2021

new investors

Investing involves setting goals for the future and weighing the risks and potential rewards associated with a wide variety of investment opportunities. If you are a new investor, this might seem like an overwhelming task. But take heart. Becoming familiar with a few basic concepts could help you … [Read more...]

Filed Under: Building Wealth, Getting Started, Investment Planning

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OVERLAND PARK LOCATION
10955 Lowell Avenue, Suite 410 Overland Park, KS 66210
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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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