Windward Private Wealth Management

Windward Private Wealth Management

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    • Blake D. Harris
    • Brad J. Harrison
    • Brandy K. Ward
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    • Darrell R. Tierney
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Risk Management & Insurance Planning

Home » Risk Management & Insurance Planning » Page 2

Medicare Open Enrollment: How are costs changing for 2023?

Posted on: October 12, 2022

open enrollment

Medicare's Open Enrollment Period — which runs from October 15 through December 7 — is your annual opportunity to switch your current Medicare health and prescription drug plans to ones that better suit your needs. Just in time for Open Enrollment, 2023 Medicare premiums, deductibles, and other … [Read more...]

Filed Under: Financially Independent, Other Resources, Recent Posts, Risk Management & Insurance Planning

Travel Insurance

Posted on: September 8, 2022

Travel insurance

Soon you'll be on your way, taking that trip you've looked forward to for ages--but suppose something happens. If you get sick, lose your suitcase, or have to cut your trip short, will any of your existing insurance policies cover your expenses or reimburse you for your losses? If not, you might … [Read more...]

Filed Under: Risk Management & Insurance Planning

Finding an Insurance Agent or Broker

Posted on: August 26, 2022

Finding an Insurance Agent or Broker

These days, you can buy any type of insurance without going through a professional. But is that the best approach? If you're a savvy consumer with time on your hands, buying insurance on your own may not be a bad idea. However, if you're like most people, you'll benefit from the services of a … [Read more...]

Filed Under: Recent Posts, Risk Management & Insurance Planning

Comparing Health Insurance Plans

Posted on: July 28, 2022

health insurance

Perhaps you're starting a new job or trying to integrate employee benefits with your new spouse. Or maybe you're shopping for individual health insurance coverage. One of the challenges when comparing health plans is that many different types of plans are available, including indemnity plans, health … [Read more...]

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

Five Questions about Long-Term Care

Posted on: April 26, 2022

Long-Term Care

1. What is long-term care? Long-term care refers to the ongoing services and support needed by people who have chronic health conditions or disabilities. There are three levels of long-term care: Skilled care: Generally round-the-clock care that's given by professional health care providers … [Read more...]

Filed Under: Leaving a Legacy, Recent Posts, Risk Management & Insurance Planning

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Recent Posts

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  • Updating an Estate Plan May 15, 2025
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  • 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

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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.
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