Windward Private Wealth Management

Windward Private Wealth Management

SearchClient LoginContact Us
  • 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
  • Windward Passages

Retirement Savings & Income Planning

Home » Retirement Savings & Income Planning » Page 6

What Do Rising Interest Rates Mean for Your Money?

Posted on: May 6, 2022

Rising Interest Rates

On May 4, 2022, the Federal Open Market Committee (FOMC) of the Federal Reserve raised the benchmark federal funds rate 0.50%. This is part of a series of increases that the FOMC expects to carry out over the next two years to combat high inflation.1 Along with announcing the current increase, … [Read more...]

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

Falling Bond Prices

Posted on: May 5, 2022

Falling Bond Prices

The ups and downs of the bond market aren’t typically as dramatic as stock market fluctuations. However, this isn’t always the case, as we’ve seen so far in 2022. The Federal Open Market Committee has started raising the federal funds rate and plans to continue to raise it further, which has caused … [Read more...]

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

Adjusting to Life Financially after a Divorce

Posted on: April 26, 2022

adjusting to life financially after a divorce

There's no doubt about it — going through a divorce can be an emotionally trying time. Ironing out a divorce settlement, attending various court hearings, and dealing with competing attorneys can all weigh heavily on the parties involved. In addition to the emotional impact a divorce can have, it's … [Read more...]

Filed Under: Building Wealth, Other Resources, Recent Posts, Retirement Savings & Income Planning

Contributing to Roth IRAs 2022

Posted on: April 26, 2022

Contributing to Roth IRAs

Roth IRAs are popular retirement savings accounts because distributions from them can be tax-free. You can make a contribution to a Roth IRA if your income is below a certain level. Another way to fund a Roth is to convert some or all of your IRA or retirement plan money to a Roth IRA. Contributing … [Read more...]

Filed Under: Investment Planning, 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

  • «
  • 1
  • …
  • 4
  • 5
  • 6
  • 7
  • 8
  • …
  • 14
  • »

Subscribe

Windward Passages

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

  • This field is for validation purposes and should be left unchanged.

Recent Posts

  • 529 Plan Distribution Rules May 29, 2025
  • 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
  • RMD Considerations January 31, 2025
  • Year-End Considerations November 27, 2024

Archives

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.
Copyright © 2025 - All rights reserved | Privacy Policy | Terms of Use | Form ADV & Client Relationship Summary
Site by Thrive Internet Marketing Agency