Windward Private Wealth Management

Windward Private Wealth Management

SearchClient LoginContact Us
  • Services
    • What We Do
      • Your Goals
      • Your Retirement Income
      • Your Investments
      • Your Taxes
      • Your Legacy
    • Who We Serve
      • Getting Started
      • Building Wealth
      • Financially Independent
      • Leaving a Legacy
  • Our Process
  • Who We Are
    • Brad J. Harrison
    • Brandy K. Ward
    • Caitlin M. Ryser
    • Darrell R. Tierney
    • Drew S. Osborne
    • Emily Tierney Petty
    • Kathy M. Washburn
    • Matt Bellomo
    • Nicholas P. Hartley
  • Windward Passages

Other Resources

Home » Other Resources » Page 5

Can Money Buy Happiness?

Posted on: March 11, 2016

Author: Brent Lemieux CPA We spend a great deal of time and energy throughout our lives to earn money. We spend our youth building skills in order to obtain a job that will pay well enough for us to pay the bills, save for our goals, and enjoy modern luxuries.  All of these efforts make us happy, … [Read more...]

Filed Under: Building Wealth, Financially Independent, Getting Started, Leaving a Legacy, Other Resources, Recent Posts

Human Capital, Part 3: How Should Your Human Capital Affect Your Portfolio?

Posted on: February 25, 2016

Author: Brent Lemieux CPA Are you a stock or a bond? What I mean by this is how certain are your future earnings (a.k.a. your human capital)?  If you are an entrepreneur, working for or running a company with an uncertain future, or a freelancer/contractor, with large swings in earnings year to … [Read more...]

Filed Under: Building Wealth, Financially Independent, Getting Started, Investment Planning, Leaving a Legacy, Other Resources, Recent Posts

Human Capital, Part 2: How To Build It

Posted on: February 11, 2016

Author: Brent Lemieux CPA Like most things that are worth doing, building human capital requires a certain level of dedication and persistence.  At Windward, we believe focusing on what you can control leads to a happier life and better outcomes over time. What areas of personal development should … [Read more...]

Filed Under: Building Wealth, Financially Independent, Getting Started, Leaving a Legacy, Other Resources, Recent Posts

Human Capital, Part 1: Why Is It Important?

Posted on: February 3, 2016

Author: Brent Lemieux, CPA When markets are bumpy it’s natural to pay close attention to the value swings of your portfolio. However, we believe this hyper focus on markets is counterproductive as it increases the likelihood that you will make an emotional mistake and cause you to experience … [Read more...]

Filed Under: Building Wealth, Financially Independent, Getting Started, Leaving a Legacy, Other Resources, Recent Posts

How can you get a copy of your credit report?

Posted on: January 11, 2016

copy of your credit report

  You can request your credit report by mail or online. Visit www.annualcreditreport.com. Here you can either view the report online or download a request form to have your report mailed. There are three credit report agencies: Experian, TransUnion, and Equifax. Each provides a free … [Read more...]

Filed Under: Building Wealth, Financially Independent, Getting Started, Leaving a Legacy, Other Resources, Recent Posts, Risk Management & Insurance Planning

  • «
  • 1
  • …
  • 3
  • 4
  • 5

Subscribe

Windward Passages

Sign up here to get weekly financial insights delivered to your inbox

Recent Posts

  • Bear Market Territory
  • High Inflation: How Long Will It Last?
  • U.S. Savings Bonds
  • What Do Rising Interest Rates Mean for Your Money?
  • Required Distributions from IRAs – An Update

Categories

  • Budgeting, Cash & Debt Management
  • Building Wealth
  • Charitable Giving
  • Current Events
  • Education Planning
  • Estate Planning
  • Financially Independent
  • Getting Started
  • Income Tax Planning
  • Investment Planning
  • Leaving a Legacy
  • Other Resources
  • Recent Posts
  • Retirement Savings & Income Planning
  • Risk Management & Insurance Planning
  • Self-Employed
  • Webinars & Videos

Archives

Windward Private Wealth Management Inc
Contact Us
OVERLAND PARK LOCATION
10955 Lowell Avenue, Suite 410 Overland Park, KS 66210
Phone: (913)381-7411
NORTH KANSAS CITY LOCATION
2101 Burlington Street North Kansas City, MO 64116
Phone: (913)381-7411

HOURS OF OPERATION
8:30am - 5:00pm Monday-Thursday
8:30am - 3:00pm Friday
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.
Copyright © 2020 - All rights reserved  | Site Map | Privacy Policy | Terms of Use |
Site by Thrive Internet Marketing Agency