Windward Private Wealth Management

Windward Private Wealth Management

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Risk Management & Insurance Planning

Home » Risk Management & Insurance Planning » Page 2

Special Considerations for Second/Vacation Homes

Posted on: March 7, 2022

A rustic cabin. A seaside cottage. Buying a second/vacation home can be an alluring prospect. Before you decide to purchase one, though, you should consider a number of issues. These include the costs associated with owning a second/vacation home, the attributes of the home, its rental potential, … [Read more...]

Filed Under: Income Tax Planning, Recent Posts, Risk Management & Insurance Planning

Employer Open Enrollment

Posted on: November 12, 2021

Employer Open Enrollment

Make Benefit Choices That Work For You Open enrollment is the window of time when employers introduce changes to their benefit offerings for the upcoming plan year. If you're employed, this is your once-a-year chance to make important decisions that will affect your health-care choices and your … [Read more...]

Filed Under: Budgeting, Cash & Debt Management, Risk Management & Insurance Planning

Do You Need Disability Income Insurance?

Posted on: September 17, 2021

disability income insurance

People ordinarily buy property and casualty insurance to protect their possessions (houses, cars, and furniture) and life insurance to provide income for their survivors. However, many people don't think about protecting their income with disability income insurance. But how well could you live if … [Read more...]

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

Properly Insuring Your Business

Posted on: September 17, 2021

business insurance

No matter how careful you are in running your business, accidents happen. And no matter how big or small your business, you'll have to plan for these and other risks if you want your business to thrive. One way to do this is with insurance. Imagine this: Your custom-made cabinetry business is … [Read more...]

Filed Under: Risk Management & Insurance Planning, Self-Employed

Understanding Your Credit Report

Posted on: September 3, 2021

reading credit report

Your credit report contains information about your past and present credit transactions. It's used primarily by potential lenders to evaluate your creditworthiness. So if you're about to apply for credit, especially for something significant like a mortgage, you'll want to get and review a copy of … [Read more...]

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

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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
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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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